Kovitz Investment Group Partners
IDEV icon

Kovitz Investment Group Partners’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Kovitz Investment Group Partners’s Portfolio IDEV Stock Details IDEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,043
Closed -$244K – 848
2025
Q3 		$244K Sell
3,043
-152
-5% -$11.8K ﹤0.01% 1275
2025
Q2 		$243K Sell
3,195
-1,550
-33% -$112K ﹤0.01% 1213
2025
Q1 		$327K Hold
4,745
– – ﹤0.01% 1025
2024
Q4 		$306K Buy
+4,745
New +$320K ﹤0.01% 1038

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PNC Financial Services Group
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Ameriprise
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BOK
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Citigroup
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return