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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$948K Sell
2025
Q1 		$1.32M Sell
2024
Q4 		$3.64M Sell
2024
Q3 		$3.79M Sell
2024
Q2 		$5.22M Buy