Kovitz Investment Group Partners’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$410K Sell
2025
Q2
$420K Sell
2025
Q1
$414K Sell
2024
Q4
$498K Sell
2024
Q3
$212K Buy
2024
Q2
$293K Buy