Kovitz Investment Group Partners’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$22.4M	Buy	113,572 +52,180	+85%	+$10.3M	0.1%	183
2025 Q1	$9.9M	Sell	61,392 -118,066	-66%	-$19M	0.05%	269
2024 Q4	$33.2M	Buy	179,458 +32,417	+22%	+$6M	0.16%	121
2024 Q3	$25.6M	Sell	147,041 -22,371	-13%	-$3.89M	0.18%	108
2024 Q2	$29.1M	Buy	+169,412	New	+$29.1M	0.25%	70