Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Kovitz Investment Group Partners’s Portfolio FENY Stock Details FENY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$948K Sell
40,425
-11,365
-22% -$267K ﹤0.01% 813
2025
Q1 		$1.32M Sell
51,790
-100,603
-66% -$2.57M 0.01% 668
2024
Q4 		$3.64M Sell
152,393
-4,808
-3% -$115K 0.02% 463
2024
Q3 		$3.79M Sell
157,201
-50,666
-24% -$1.22M 0.03% 385
2024
Q2 		$5.22M Buy
+207,867
New +$5.22M 0.04% 280