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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-86,447	Closed	-$5.86M	–	692
2025 Q3	$5.86M	Buy	86,447 +47,326	+121%	+$3.12M	0.02%	435
2025 Q2	$2.48M	Buy	39,121 +799	+2%	+$48.9K	0.01%	582
2025 Q1	$2.26M	Sell	38,322 -4,257	-10%	-$241K	0.01%	556
2024 Q4	$2.23M	Sell	42,579 -1,444	-3%	-$79.1K	0.01%	554
2024 Q3	$1.95M	Sell	44,023 -9,708	-18%	-$536K	0.01%	491
2024 Q2	$2.85M	Sell	53,731 -1,726	-3%	-$93.8K	0.02%	369
2024 Q1	$3.02M	Buy	+55,457	New	+$2.89M	0.04%	259

Other funds holding EFV

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Kovitz Investment Group Partners sold out of iShares MSCI EAFE Value ETF (EFV) in Q4 2025, closing a stake of 86,447 shares — an estimated $5.86M sold.

Kovitz Investment Group Partners first reported a position in EFV in Q1 2024 and held it in 7 quarters. The position peaked at $5.86M in Q3 2025. 1,234 funds tracked by Wall St. Rank hold EFV as of Q4 2025.

Kovitz Investment Group Partners reported no remaining iShares MSCI EAFE Value ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 86,447 iShares MSCI EAFE Value ETF shares in Q4 2025, an estimated $5.86M.
Kovitz Investment Group Partners first reported a position in iShares MSCI EAFE Value ETF in Q1 2024 and held it in 7 quarters.
Kovitz Investment Group Partners's iShares MSCI EAFE Value ETF position peaked at $5.86M in Q3 2025.
1,234 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2025.

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