Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Kovitz Investment Group Partners’s Portfolio ESGU Stock Details ESGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.32M Sell
9,767
-586
-6% -$79.3K 0.01% 731
2025
Q1 		$1.26M Sell
10,353
-456
-4% -$55.6K 0.01% 680
2024
Q4 		$1.39M Buy
10,809
+366
+4% +$47.1K 0.01% 643
2024
Q3 		$875K Buy
+10,443
New +$875K 0.01% 650