Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Kovitz Investment Group Partners’s Portfolio ESGD Stock Details ESGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.01M Sell
11,271
-733
-6% -$65.4K ﹤0.01% 803
2025
Q1 		$981K Buy
12,004
+506
+4% +$41.3K ﹤0.01% 742
2024
Q4 		$875K Sell
11,498
-5,951
-34% -$453K ﹤0.01% 743
2024
Q3 		$791K Buy
17,449
+11,562
+196% +$524K 0.01% 677
2024
Q2 		$464K Buy
+5,887
New +$464K ﹤0.01% 659