Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History

Kovitz Investment Group Partners’s Portfolio ECAT Stock Details ECAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-239,493
Closed -$3.93M – 1249
2024
Q4 		$3.93M Sell
239,493
-103,213
-30% -$1.69M 0.02% 446
2024
Q3 		$6M Buy
+342,706
New +$6M 0.04% 316