Kovitz Investment Group Partners
EPP icon

Kovitz Investment Group Partners’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Kovitz Investment Group Partners’s Portfolio EPP Stock Details EPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.19M Buy
+116,515
New +$6.26M 0.14% 123
2025
Q4 		– Sell
-127,146
Closed -$6.56M – 713
2025
Q3 		$6.56M Buy
127,146
+71,565
+129% +$3.63M 0.03% 410
2025
Q2 		$2.74M Buy
+55,581
New +$2.59M 0.01% 563
2024
Q4 		– Sell
-54,486
Closed -$2.66M – 1234
2024
Q3 		$2.66M Sell
54,486
-1,165
-2% -$52.1K 0.02% 452
2024
Q2 		$2.4M Buy
+55,651
New +$2.4M 0.02% 407

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