Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s MSCI MSCI Stock Holding History

Kovitz Investment Group Partners’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$738K Sell
1,280
-176
-12% -$102K ﹤0.01% 861
2025
Q1 		$824K Buy
1,456
+180
+14% +$102K ﹤0.01% 785
2024
Q4 		$767K Buy
+1,276
New +$767K ﹤0.01% 780