Kovitz Investment Group Partners
EWG icon

Kovitz Investment Group Partners’s iShares MSCI Germany ETF EWG Stock Holding History

Kovitz Investment Group Partners’s Portfolio EWG Stock Details EWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-19,780
Closed -$785K – 493
2026
Q1 		$785K Buy
19,780
+3,283
+20% +$139K 0.02% 351
2025
Q4 		$701K Sell
16,497
-27,874
-63% -$1.15M 0.02% 358
2025
Q3 		$1.85M Sell
44,371
-10,566
-19% -$443K 0.01% 685
2025
Q2 		$2.32M Buy
54,937
+13,527
+33% +$540K 0.01% 600
2025
Q1 		$1.54M Sell
41,410
-8,682
-17% -$310K 0.01% 633
2024
Q4 		$1.59M Sell
50,092
-1,340
-3% -$43.6K 0.01% 617
2024
Q3 		$1.74M Sell
51,432
-329
-0.6% -$10.4K 0.01% 514
2024
Q2 		$1.59M Buy
51,761
+15,841
+44% +$495K 0.01% 462
2024
Q1 		$1.14M Sell
35,920
-3,089
-8% -$92.6K 0.01% 387
2023
Q4 		$1.16M Sell
39,009
-444
-1% -$12.1K 0.02% 278
2023
Q3 		$1.03M Sell
39,453
-1,217
-3% -$33.9K 0.02% 279
2023
Q2 		$1.16M Sell
40,670
-1,047
-3% -$30.1K 0.02% 281
2023
Q1 		$1.19M Sell
41,717
-2,994
-7% -$82.5K 0.02% 271
2022
Q4 		$1.11M Buy
44,711
+1,275
+3% +$29.7K 0.02% 268
2022
Q3 		$857K Sell
43,436
-1,710
-4% -$38.1K 0.02% 283
2022
Q2 		$1.04M Sell
45,146
-389
-0.9% -$10.1K 0.02% 279
2022
Q1 		$1.29M Buy
45,535
+664
+1% +$20.2K 0.02% 271
2021
Q4 		$1.43M Sell
44,871
-1,325
-3% -$44K 0.03% 237
2021
Q3 		$1.52M Buy
46,196
+669
+1% +$23.1K 0.03% 260
2021
Q2 		$1.57M Buy
45,527
+815
+2% +$28.6K 0.03% 258
2021
Q1 		$1.5M Sell
44,712
-159
-0.4% -$5.19K 0.03% 239
2020
Q4 		$1.43M Buy
44,871
+54
+0.1% +$1.62K 0.03% 230
2020
Q3 		$1.31M Sell
44,817
-3,803
-8% -$112K 0.04% 234
2020
Q2 		$1.32M Sell
48,620
-446
-0.9% -$10.9K 0.04% 223
2020
Q1 		$1.05M Buy
+49,066
New +$1.31M 0.04% 235

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Bank of America
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RP
Rice Partnership Honolulu, Hawaii $824M AUM 40.45% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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

Kovitz Investment Group Partners sold out of iShares MSCI Germany ETF (EWG) in Q2 2026, closing a stake of 19,780 shares — an estimated $785K sold.

Kovitz Investment Group Partners first reported a position in EWG in Q1 2020 and held it in 25 quarters. The position peaked at $2.32M in Q2 2025. 186 funds tracked by Wall St. Rank hold EWG as of Q2 2026.

  • Kovitz Investment Group Partners reported no remaining iShares MSCI Germany ETF position as of Q2 2026 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 19,780 iShares MSCI Germany ETF shares in Q2 2026, an estimated $785K.
  • Kovitz Investment Group Partners first reported a position in iShares MSCI Germany ETF in Q1 2020 and held it in 25 quarters.
  • Kovitz Investment Group Partners's iShares MSCI Germany ETF position peaked at $2.32M in Q2 2025.
  • 186 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q2 2026.

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