Kovitz Investment Group Partners’s iShares Euro High Yield Corporate Bond USD Hedged ETF EUHY Stock Holding History

Kovitz Investment Group Partners’s Portfolio EUHY Stock Details EUHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.78M	Buy	70,116 +1,930	+3%	+$103K	0.08%	150
2026 Q1	$3.58M	Buy	68,186 +4,178	+7%	+$223K	0.08%	163
2025 Q4	$3.41M	Buy	64,008 +2,558	+4%	+$140K	0.08%	171
2025 Q3	$3.42M	Buy	+61,450	New	+$3.38M	0.01%	533

Other funds holding EUHY

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Kovitz Investment Group Partners's EUHY Position: Q2 2026 in Review

Kovitz Investment Group Partners increased its iShares Euro High Yield Corporate Bond USD Hedged ETF (EUHY) stake by 2.8% in Q2 2026, buying an estimated $103K and bringing the position to 70,116 shares worth $3.78M. The position accounts for 0.08% of the portfolio, ranked #150.

Kovitz Investment Group Partners first reported a position in EUHY in Q3 2025 and has held it in 4 quarters since. 104 funds tracked by Wall St. Rank hold EUHY as of Q2 2026.

Kovitz Investment Group Partners held 70,116 shares of iShares Euro High Yield Corporate Bond USD Hedged ETF worth $3.78M as of Q2 2026.
Kovitz Investment Group Partners bought 1,930 iShares Euro High Yield Corporate Bond USD Hedged ETF shares in Q2 2026, an estimated $103K.
iShares Euro High Yield Corporate Bond USD Hedged ETF made up 0.08% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #150 holding.
Kovitz Investment Group Partners first reported a position in iShares Euro High Yield Corporate Bond USD Hedged ETF in Q3 2025 and has held it in 4 quarters since.
104 funds tracked by Wall St. Rank held iShares Euro High Yield Corporate Bond USD Hedged ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.