Kovitz Investment Group Partners
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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
Q2 		$2.48M Buy
2025
Q1 		$2.26M Sell
2024
Q4 		$2.23M Sell
2024
Q3 		$1.95M Sell
2024
Q2 		$2.85M Sell
2024
Q1 		$3.02M Buy