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 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 $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Kovitz Investment Group Partners's EUHY Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its iShares Euro High Yield Corporate Bond USD Hedged ETF (EUHY) stake by 6.5% in Q1 2026, buying an estimated $223K and bringing the position to 68,186 shares worth $3.58M. The position accounts for 0.08% of the portfolio, ranked #163.

Kovitz Investment Group Partners first reported a position in EUHY in Q3 2025 and has held it in 3 quarters since. 78 funds tracked by Wall St. Rank hold EUHY as of Q1 2026.

Kovitz Investment Group Partners held 68,186 shares of iShares Euro High Yield Corporate Bond USD Hedged ETF worth $3.58M as of Q1 2026.
Kovitz Investment Group Partners bought 4,178 iShares Euro High Yield Corporate Bond USD Hedged ETF shares in Q1 2026, an estimated $223K.
iShares Euro High Yield Corporate Bond USD Hedged ETF made up 0.08% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #163 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 3 quarters since.
78 funds tracked by Wall St. Rank held iShares Euro High Yield Corporate Bond USD Hedged ETF as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.