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

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Kovitz Investment Group Partners's ESGD Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q4 2025, closing a stake of 13,511 shares — an estimated $1.26M sold.

Kovitz Investment Group Partners first reported a position in ESGD in Q2 2024 and held it in 6 quarters. The position peaked at $1.26M in Q3 2025. 722 funds tracked by Wall St. Rank hold ESGD as of Q4 2025.

Kovitz Investment Group Partners reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 13,511 iShares ESG Aware MSCI EAFE ETF shares in Q4 2025, an estimated $1.26M.
Kovitz Investment Group Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2024 and held it in 6 quarters.
Kovitz Investment Group Partners's iShares ESG Aware MSCI EAFE ETF position peaked at $1.26M in Q3 2025.
722 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.