Kovitz Investment Group Partners’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$7.66M	Buy	98,860 +69,076	+232%	+$5.36M	0.03%	366
2025 Q1	$2.04M	Sell	29,784 -40,371	-58%	-$2.76M	0.01%	581
2024 Q4	$4.95M	Sell	70,155 -1,842	-3%	-$130K	0.02%	404
2024 Q3	$5.21M	Sell	71,997 -593	-0.8%	-$42.9K	0.04%	336
2024 Q2	$4.76M	Buy	+72,590	New	+$4.76M	0.04%	297