Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Kovitz Investment Group Partners’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.2M Sell
44,763
-1,746
-4% -$203K 0.02% 446
2025
Q1 		$4.76M Sell
46,509
-1,203
-3% -$123K 0.02% 415
2024
Q4 		$5.26M Buy
47,712
+904
+2% +$99.7K 0.03% 387
2024
Q3 		$128K Buy
46,808
+1,711
+4% +$4.68K ﹤0.01% 970
2024
Q2 		$4.68M Buy
+45,097
New +$4.68M 0.04% 299