Kovitz Investment Group Partners
EPU icon

Kovitz Investment Group Partners’s iShares MSCI Peru and Global Exposure ETF EPU Stock Holding History

Kovitz Investment Group Partners’s Portfolio EPU Stock Details EPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-38,343
Closed -$1.51M – 355
2019
Q1 		$1.51M Sell
38,343
-2,868
-7% -$109K 0.05% 223
2018
Q4 		$1.46M Buy
+41,211
New +$1.47M 0.06% 158

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Kovitz Investment Group Partners's EPU Position: Q2 2019 in Review

Kovitz Investment Group Partners sold out of iShares MSCI Peru and Global Exposure ETF (EPU) in Q2 2019, closing a stake of 38,343 shares — an estimated $1.51M sold.

Kovitz Investment Group Partners first reported a position in EPU in Q4 2018 and held it in 2 quarters. The position peaked at $1.51M in Q1 2019. 45 funds tracked by Wall St. Rank hold EPU as of Q2 2019.

  • Kovitz Investment Group Partners reported no remaining iShares MSCI Peru and Global Exposure ETF position as of Q2 2019 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 38,343 iShares MSCI Peru and Global Exposure ETF shares in Q2 2019, an estimated $1.51M.
  • Kovitz Investment Group Partners first reported a position in iShares MSCI Peru and Global Exposure ETF in Q4 2018 and held it in 2 quarters.
  • Kovitz Investment Group Partners's iShares MSCI Peru and Global Exposure ETF position peaked at $1.51M in Q1 2019.
  • 45 funds tracked by Wall St. Rank held iShares MSCI Peru and Global Exposure ETF as of Q2 2019.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2019, filed 14 Aug 2019.