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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-15,557	Closed	-$1.77M	–	691
2025 Q3	$1.77M	Sell	15,557 -678	-4%	-$75.6K	0.01%	695
2025 Q2	$1.82M	Buy	16,235 +788	+5%	+$83.1K	0.01%	652
2025 Q1	$1.54M	Buy	15,447 +1,595	+12%	+$163K	0.01%	629
2024 Q4	$1.34M	Buy	13,852 +170	+1%	+$17.3K	0.01%	652
2024 Q3	$938K	Buy	13,682 +5,827	+74%	+$605K	0.01%	639
2024 Q2	$804K	Sell	7,855 -35	-0.4%	-$3.58K	0.01%	583
2024 Q1	$819K	Buy	+7,890	New	+$785K	0.01%	439

Other funds holding EFG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Kovitz Investment Group Partners sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2025, closing a stake of 15,557 shares — an estimated $1.77M sold.

Kovitz Investment Group Partners first reported a position in EFG in Q1 2024 and held it in 7 quarters. The position peaked at $1.82M in Q2 2025. 978 funds tracked by Wall St. Rank hold EFG as of Q4 2025.

Kovitz Investment Group Partners reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 15,557 iShares MSCI EAFE Growth ETF shares in Q4 2025, an estimated $1.77M.
Kovitz Investment Group Partners first reported a position in iShares MSCI EAFE Growth ETF in Q1 2024 and held it in 7 quarters.
Kovitz Investment Group Partners's iShares MSCI EAFE Growth ETF position peaked at $1.82M in Q2 2025.
978 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2025.

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