Kovitz Investment Group Partners’s iShares Latin America 40 ETF ILF Stock Holding History

Kovitz Investment Group Partners’s Portfolio ILF Stock Details ILF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-48,291	Closed	-$1.4M	–	862
2025 Q3	$1.4M	Buy	48,291 +4,143	+9%	+$110K	0.01%	751
2025 Q2	$1.16M	Buy	44,148 +752	+2%	+$18.7K	﹤0.01%	766
2025 Q1	$1.02M	Sell	43,396 -21,419	-33%	-$491K	0.01%	735
2024 Q4	$1.36M	Sell	64,815 -3,804	-6%	-$91.4K	0.01%	649
2024 Q3	$1.78M	Buy	68,619 +16,809	+32%	+$430K	0.01%	507
2024 Q2	$1.28M	Buy	51,810 +8,468	+20%	+$229K	0.01%	490
2024 Q1	$1.23M	Buy	+43,342	New	+$1.22M	0.02%	373

Other funds holding ILF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

OCBCO

Oversea-Chinese Banking Corp (OCBC) Singapore $4.66B AUM 47.62% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return

Kovitz Investment Group Partners's ILF Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of iShares Latin America 40 ETF (ILF) in Q4 2025, closing a stake of 48,291 shares — an estimated $1.4M sold.

Kovitz Investment Group Partners first reported a position in ILF in Q1 2024 and held it in 7 quarters. The position peaked at $1.78M in Q3 2024. 254 funds tracked by Wall St. Rank hold ILF as of Q4 2025.

Kovitz Investment Group Partners reported no remaining iShares Latin America 40 ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 48,291 iShares Latin America 40 ETF shares in Q4 2025, an estimated $1.4M.
Kovitz Investment Group Partners first reported a position in iShares Latin America 40 ETF in Q1 2024 and held it in 7 quarters.
Kovitz Investment Group Partners's iShares Latin America 40 ETF position peaked at $1.78M in Q3 2024.
254 funds tracked by Wall St. Rank held iShares Latin America 40 ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.