Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Kovitz Investment Group Partners’s Portfolio USMV Stock Details USMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$11.6M Sell
2025
Q1 		$12.2M Sell
2024
Q4 		$13M Sell
2024
Q3 		$14M Sell
2024
Q2 		$27M Sell
2024
Q1 		$28.1M Buy
2020
Q2 		– Sell
2020
Q1 		$286K Sell
2019
Q4 		$352K Sell
2019
Q3 		$513K Buy