Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Kovitz Investment Group Partners’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.24M Sell
12,720
-34
-0.3% -$3.4K 0.03% 293
2025
Q4 		$1.22M Sell
12,754
-635,908
-98% -$60.3M 0.03% 291
2025
Q3 		$60.6M Buy
648,662
+37,696
+6% +$3.43M 0.24% 92
2025
Q2 		$54.6M Sell
610,966
-14,087
-2% -$1.2M 0.23% 95
2025
Q1 		$51.1M Buy
625,053
+51,071
+9% +$4.12M 0.26% 91
2024
Q4 		$43.4M Sell
573,982
-65,879
-10% -$5.22M 0.21% 99
2024
Q3 		$19.2M Buy
639,861
+185,542
+41% +$14.9M 0.14% 137
2024
Q2 		$35.6M Buy
454,319
+397,041
+693% +$31.5M 0.3% 57
2024
Q1 		$4.57M Buy
57,278
+45,592
+390% +$3.49M 0.06% 212
2023
Q4 		$881K Buy
11,686
+740
+7% +$52.3K 0.01% 299
2023
Q3 		$754K Sell
10,946
-2,050
-16% -$147K 0.01% 305
2023
Q2 		$942K Buy
12,996
+20
+0.2% +$1.45K 0.01% 302
2023
Q1 		$928K Hold
12,976
– – 0.02% 299
2022
Q4 		$852K Sell
12,976
-44
-0.3% -$2.76K 0.02% 297
2022
Q3 		$729K Buy
13,020
+44
+0.3% +$2.74K 0.02% 302
2022
Q2 		$811K Sell
12,976
-360
-3% -$24.5K 0.02% 303
2022
Q1 		$982K Sell
13,336
-339
-2% -$25.4K 0.02% 293
2021
Q4 		$998K Buy
13,675
+655
+5% +$51.9K 0.02% 275
2021
Q3 		$1.02M Sell
13,020
-300
-2% -$24K 0.02% 297
2021
Q2 		$1.05M Buy
13,320
+145
+1% +$11.5K 0.02% 297
2021
Q1 		$1M Sell
13,175
-500
-4% -$37.6K 0.02% 282
2020
Q4 		$998K Sell
13,675
-5,202
-28% -$356K 0.02% 270
2020
Q3 		$1.2M Sell
18,877
-2,705
-13% -$173K 0.03% 244
2020
Q2 		$1.31M Hold
21,582
– – 0.04% 225
2020
Q1 		$1.15M Sell
21,582
-1,738
-7% -$110K 0.04% 226
2019
Q4 		$1.62M Buy
23,320
+693
+3% +$46.8K 0.05% 217
2019
Q3 		$1.48M Sell
22,627
-677
-3% -$43.6K 0.05% 218
2019
Q2 		$1.53M Buy
23,304
+3,853
+20% +$252K 0.05% 222
2019
Q1 		$1.26M Hold
19,451
– – 0.04% 251
2018
Q4 		$1.14M Hold
19,451
– – 0.05% 182
2018
Q3 		$1.32M Hold
19,451
– – 0.06% 77
2018
Q2 		$1.3M Sell
19,451
-633
-3% -$44.4K 0.06% 79
2018
Q1 		$1.4M Sell
20,084
-1,212
-6% -$86.4K 0.07% 76
2017
Q4 		$1.5K Buy
21,296
+6,143
+41% +$427K 0.06% 74
2017
Q3 		$1.04M Sell
15,153
-2,412
-14% -$161K 0.05% 90
2017
Q2 		$1.15M Sell
17,565
-915
-5% -$59.2K 0.06% 83
2017
Q1 		$1.15M Buy
18,480
+3,480
+23% +$210K 0.06% 74
2016
Q4 		$866K Sell
15,000
-25
-0.2% -$1.44K 0.05% 74
2016
Q3 		$888K Buy
15,025
+273
+2% +$15.8K 0.05% 84
2016
Q2 		$823K Sell
14,752
-247
-2% -$14.2K 0.06% 84
2016
Q1 		$857K Buy
+14,999
New +$827K 0.05% 87

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kovitz Investment Group Partners's EFA Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its iShares MSCI EAFE ETF (EFA) stake by 0.27% in Q1 2026, selling an estimated $3.4K and leaving 12,720 shares worth $1.24M. The position accounts for 0.03% of the portfolio, ranked #293.

Kovitz Investment Group Partners first reported a position in EFA in Q1 2016 and has held it in 41 quarters since. The position peaked at $60.6M in Q3 2025. 2,204 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Kovitz Investment Group Partners held 12,720 shares of iShares MSCI EAFE ETF worth $1.24M as of Q1 2026.
  • Kovitz Investment Group Partners sold 34 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $3.4K.
  • iShares MSCI EAFE ETF made up 0.03% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #293 holding.
  • Kovitz Investment Group Partners first reported a position in iShares MSCI EAFE ETF in Q1 2016 and has held it in 41 quarters since.
  • Kovitz Investment Group Partners's iShares MSCI EAFE ETF position peaked at $60.6M in Q3 2025.
  • 2,204 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.