Kovitz Investment Group Partners’s iShares MSCI USA ETF MLRG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-12,165	Closed	-$1.12M	–	861
2025 Q3	$1.12M	Buy	12,165 +11	+0.1%	+$978	﹤0.01%	815
2025 Q2	$1.04M	Sell	12,154 -36	-0.3%	-$2.85K	﹤0.01%	798
2025 Q1	$942K	Buy	12,190 +20	+0.2%	+$1.63K	﹤0.01%	758
2024 Q4	$988K	Sell	12,170 -535	-4%	-$43.7K	﹤0.01%	722
2024 Q3	$1.01K	Sell	12,705 -808	-6%	-$61.7K	﹤0.01%	1042
2024 Q2	$1.02M	Buy	+13,513	New	+$977K	0.01%	532

Other funds holding MLRG

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Kovitz Investment Group Partners sold out of iShares MSCI USA ETF (MLRG) in Q4 2025, closing a stake of 12,165 shares — an estimated $1.12M sold.

Kovitz Investment Group Partners first reported a position in MLRG in Q2 2024 and held it in 6 quarters. The position peaked at $1.12M in Q3 2025. 180 funds tracked by Wall St. Rank hold MLRG as of Q4 2025.

Kovitz Investment Group Partners reported no remaining iShares MSCI USA ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 12,165 iShares MSCI USA ETF shares in Q4 2025, an estimated $1.12M.
Kovitz Investment Group Partners first reported a position in iShares MSCI USA ETF in Q2 2024 and held it in 6 quarters.
Kovitz Investment Group Partners's iShares MSCI USA ETF position peaked at $1.12M in Q3 2025.
180 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q4 2025.

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