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 |
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|
2024
Q4 | $544K | Sell |
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|
2024
Q3 | $566K | Sell |
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|
2024
Q2 | $571K | Sell |
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|
2024
Q1 | $598K | Sell |
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|
2023
Q4 | $567K | Sell |
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|
2023
Q3 | $564K | Sell |
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|
2023
Q2 | $583K | Buy |
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|
2023
Q1 | $573K | Sell |
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|
2022
Q4 | $610K | Sell |
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|
2022
Q3 | $585K | Sell |
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|
2022
Q2 | $663K | Sell |
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|
2022
Q1 | $809K | Buy |
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|
2021
Q4 | $636K | Sell |
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|
2021
Q3 | $805K | Buy |
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|
2021
Q2 | $763K | Buy |
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|
2021
Q1 | $661K | Sell |
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|
2020
Q4 | $636K | Buy |
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|
2020
Q3 | $574K | Sell |
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|
2020
Q2 | $586K | Sell |
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|
2020
Q1 | $522K | Sell |
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|
2019
Q4 | $769K | Buy |
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