Kovitz Investment Group Partners’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.75M	Buy	55,051 +33,876	+160%	+$1.69M	0.01%	561
2025 Q1	$1.02M	Sell	21,175 -33,070	-61%	-$1.6M	0.01%	730
2024 Q4	$2.62M	Sell	54,245 -1,607	-3%	-$77.7K	0.01%	522
2024 Q3	$3.04M	Sell	55,852 -346	-0.6%	-$18.8K	0.02%	420
2024 Q2	$2.78M	Buy	+56,198	New	+$2.78M	0.02%	372