Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s iShares Global 100 ETF IOO Stock Holding History

Kovitz Investment Group Partners’s Portfolio IOO Stock Details IOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,674
Closed -$201K – 869
2025
Q3 		$201K Buy
+1,674
New +$191K ﹤0.01% 1338

Other funds holding IOO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Kovitz Investment Group Partners sold out of iShares Global 100 ETF (IOO) in Q4 2025, closing a stake of 1,674 shares — an estimated $201K sold.

Kovitz Investment Group Partners first reported a position in IOO in Q3 2025 and held it in 1 quarter. The position peaked at $201K in Q3 2025. 367 funds tracked by Wall St. Rank hold IOO as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining iShares Global 100 ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 1,674 iShares Global 100 ETF shares in Q4 2025, an estimated $201K.
  • Kovitz Investment Group Partners first reported a position in iShares Global 100 ETF in Q3 2025 and held it in 1 quarter.
  • Kovitz Investment Group Partners's iShares Global 100 ETF position peaked at $201K in Q3 2025.
  • 367 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q4 2025.

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