Kovitz Investment Group Partners’s iShares MSCI Italy ETF EWI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-28,789	Closed	-$1.04M	–	1266
2024 Q4	$1.04M	Sell	28,789 -467	-2%	-$17.4K	0.01%	711
2024 Q3	$1.14M	Sell	29,256 -220	-0.7%	-$8.25K	0.01%	596
2024 Q2	$1.06M	Buy	29,476 +93	+0.3%	+$3.48K	0.01%	525
2024 Q1	$1.11M	Buy	+29,383	New	+$1.03M	0.01%	390
2020 Q4	–	Sell	-39,038	Closed	-$952K	–	416
2020 Q3	$952K	Sell	39,038 -3,008	-7%	-$76.5K	0.03%	260
2020 Q2	$1.01M	Sell	42,046 -471	-1%	-$10.3K	0.03%	247
2020 Q1	$883K	Sell	42,517 -1,696	-4%	-$45.3K	0.03%	255
2019 Q4	$1.3M	Buy	+44,213	New	+$1.27M	0.04%	235

Other funds holding EWI

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MWM

Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return

AWM

Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return

CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kovitz Investment Group Partners's EWI Position: Q1 2025 in Review

Kovitz Investment Group Partners sold out of iShares MSCI Italy ETF (EWI) in Q1 2025, closing a stake of 28,789 shares — an estimated $1.04M sold.

Kovitz Investment Group Partners first reported a position in EWI in Q4 2019 and held it in 8 quarters. The position peaked at $1.3M in Q4 2019. 103 funds tracked by Wall St. Rank hold EWI as of Q1 2025.

Kovitz Investment Group Partners reported no remaining iShares MSCI Italy ETF position as of Q1 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 28,789 iShares MSCI Italy ETF shares in Q1 2025, an estimated $1.04M.
Kovitz Investment Group Partners first reported a position in iShares MSCI Italy ETF in Q4 2019 and held it in 8 quarters.
Kovitz Investment Group Partners's iShares MSCI Italy ETF position peaked at $1.3M in Q4 2019.
103 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q1 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2025, filed 13 May 2025.