Kovitz Investment Group Partners
ESGD icon

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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-13,511
Closed -$1.26M – 717
2025
Q3 		$1.26M Buy
13,511
+2,240
+20% +$203K ﹤0.01% 786
2025
Q2 		$1.01M Sell
11,271
-733
-6% -$62.5K ﹤0.01% 804
2025
Q1 		$981K Buy
12,004
+506
+4% +$40.8K ﹤0.01% 746
2024
Q4 		$875K Sell
11,498
-5,951
-34% -$473K ﹤0.01% 745
2024
Q3 		$791K Buy
17,449
+11,562
+196% +$934K 0.01% 679
2024
Q2 		$464K Buy
+5,887
New +$468K ﹤0.01% 661

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AA
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