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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.77M Sell
2025
Q2
$1.82M Buy
2025
Q1
$1.54M Buy
2024
Q4
$1.34M Buy
2024
Q3
$938K Buy
2024
Q2
$804K Sell
2024
Q1
$819K Buy