Kovitz Investment Group Partners
EEM icon

Kovitz Investment Group Partners’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Kovitz Investment Group Partners’s Portfolio EEM Stock Details EEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-46,022
Closed -$2.46M – 689
2025
Q3 		$2.46M Sell
46,022
-547
-1% -$27.5K 0.01% 605
2025
Q2 		$2.25M Sell
46,569
-2,076
-4% -$93.4K 0.01% 607
2025
Q1 		$2.13M Sell
48,645
-7,212
-13% -$313K 0.01% 575
2024
Q4 		$2.34M Sell
55,857
-176
-0.3% -$7.8K 0.01% 546
2024
Q3 		$1.11M Sell
56,033
-17,559
-24% -$757K 0.01% 603
2024
Q2 		$3.13M Buy
73,592
+25,342
+53% +$1.06M 0.03% 358
2024
Q1 		$1.98M Buy
+48,250
New +$1.92M 0.03% 298
2020
Q3 		– Sell
-7,985
Closed -$319K – 407
2020
Q2 		$319K Buy
7,985
+3,000
+60% +$112K 0.01% 333
2020
Q1 		$170K Sell
4,985
-12,474
-71% -$512K 0.01% 355
2019
Q4 		$783K Buy
17,459
+474
+3% +$20.3K 0.02% 288
2019
Q3 		$694K Buy
16,985
+12,000
+241% +$495K 0.02% 298
2019
Q2 		$214K Buy
+4,985
New +$212K 0.01% 340

Other funds holding EEM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Kovitz Investment Group Partners's EEM Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2025, closing a stake of 46,022 shares — an estimated $2.46M sold.

Kovitz Investment Group Partners first reported a position in EEM in Q2 2019 and held it in 12 quarters. The position peaked at $3.13M in Q2 2024. 1,523 funds tracked by Wall St. Rank hold EEM as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 46,022 iShares MSCI Emerging Markets ETF shares in Q4 2025, an estimated $2.46M.
  • Kovitz Investment Group Partners first reported a position in iShares MSCI Emerging Markets ETF in Q2 2019 and held it in 12 quarters.
  • Kovitz Investment Group Partners's iShares MSCI Emerging Markets ETF position peaked at $3.13M in Q2 2024.
  • 1,523 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.