Kovitz Investment Group Partners’s iShares Frontier and Select EM ETF FM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-20,062
| Closed | -$544K | – | 1329 |
|
|
2024
Q4 | $544K | Sell |
20,062
-482
| -2% | -$13.3K | ﹤0.01% | 870 |
|
|
2024
Q3 | $566K | Sell |
20,544
-266
| -1% | -$7.35K | ﹤0.01% | 735 |
|
|
2024
Q2 | $571K | Sell |
20,810
-54
| -0.3% | -$1.51K | ﹤0.01% | 632 |
|
|
2024
Q1 | $598K | Sell |
20,864
-679
| -3% | -$18.3K | 0.01% | 482 |
|
|
2023
Q4 | $567K | Sell |
21,543
-231
| -1% | -$6K | 0.01% | 320 |
|
|
2023
Q3 | $564K | Sell |
21,774
-775
| -3% | -$20.9K | 0.01% | 321 |
|
|
2023
Q2 | $583K | Buy |
22,549
+140
| +0.6% | +$3.56K | 0.01% | 333 |
|
|
2023
Q1 | $573K | Sell |
22,409
-1,546
| -6% | -$39.6K | 0.01% | 337 |
|
|
2022
Q4 | $610K | Sell |
23,955
-66
| -0.3% | -$1.64K | 0.01% | 325 |
|
|
2022
Q3 | $585K | Sell |
24,021
-682
| -3% | -$18.4K | 0.01% | 313 |
|
|
2022
Q2 | $663K | Sell |
24,703
-173
| -0.7% | -$5.2K | 0.01% | 320 |
|
|
2022
Q1 | $809K | Buy |
24,876
+2,454
| +11% | +$82.6K | 0.02% | 311 |
|
|
2021
Q4 | $636K | Sell |
22,422
-1,308
| -6% | -$45.8K | 0.02% | 324 |
|
|
2021
Q3 | $805K | Buy |
23,730
+743
| +3% | +$24.9K | 0.02% | 318 |
|
|
2021
Q2 | $763K | Buy |
22,987
+572
| +3% | +$18.1K | 0.02% | 331 |
|
|
2021
Q1 | $661K | Sell |
22,415
-7
| -0% | -$206 | 0.02% | 325 |
|
|
2020
Q4 | $636K | Buy |
22,422
+7
| +0% | +$191 | 0.02% | 321 |
|
|
2020
Q3 | $574K | Sell |
22,415
-1,800
| -7% | -$44.5K | 0.02% | 313 |
|
|
2020
Q2 | $586K | Sell |
24,215
-240
| -1% | -$5.5K | 0.02% | 298 |
|
|
2020
Q1 | $522K | Sell |
24,455
-883
| -3% | -$24.4K | 0.02% | 292 |
|
|
2019
Q4 | $769K | Buy |
+25,338
| New | +$733K | 0.02% | 291 |
|
Other funds holding FM
Kovitz Investment Group Partners's FM Position: Q1 2025 in Review
Kovitz Investment Group Partners sold out of iShares Frontier and Select EM ETF (FM) in Q1 2025, closing a stake of 20,062 shares — an estimated $544K sold.
Kovitz Investment Group Partners first reported a position in FM in Q4 2019 and held it in 21 quarters. The position peaked at $809K in Q1 2022. 1 fund tracked by Wall St. Rank holds FM as of Q1 2025.
- Kovitz Investment Group Partners reported no remaining iShares Frontier and Select EM ETF position as of Q1 2025 after selling out during the quarter.
- Kovitz Investment Group Partners sold 20,062 iShares Frontier and Select EM ETF shares in Q1 2025, an estimated $544K.
- Kovitz Investment Group Partners first reported a position in iShares Frontier and Select EM ETF in Q4 2019 and held it in 21 quarters.
- Kovitz Investment Group Partners's iShares Frontier and Select EM ETF position peaked at $809K in Q1 2022.
- 1 fund tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q1 2025.
Based on Kovitz Investment Group Partners's 13F filing for Q1 2025, filed 13 May 2025.