Kovitz Investment Group Partners

Kovitz Investment Group Partners’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Kovitz Investment Group Partners’s Portfolio DWX Stock Details DWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-9,193	Closed	-$393K	–	681
2025 Q3	$393K	Hold	9,193	–	–	﹤0.01%	1113
2025 Q2	$387K	Buy	+9,193	New	+$375K	﹤0.01%	1063

Other funds holding DWX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Columbia River Financial Group Vancouver, Washington $172M AUM 13.74% 1-Year Est. Return

Baker Avenue Asset Management San Francisco, California $4.39B AUM 26.6% 1-Year Est. Return

Concord Wealth Partners Abingdon, Virginia $770M AUM 18.25% 1-Year Est. Return

Concord Asset Management (Virginia) Abingdon, Virginia $592M AUM 18.59% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $5.75B AUM 21.14% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return