Kovitz Investment Group Partners

Kovitz Investment Group Partners’s Impact Shares Womens Empowerment ETF Trading WOMN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-6,748	Closed	-$274K	–	1343
2025 Q3	$274K	Buy	6,748 +11	+0.2%	+$440	﹤0.01%	1235
2025 Q2	$267K	Hold	6,737	–	–	﹤0.01%	1182
2025 Q1	$258K	Buy	6,737 +11	+0.2%	+$433	﹤0.01%	1099
2024 Q4	$259K	Buy	+6,726	New	+$264K	﹤0.01%	1087

Other funds holding WOMN

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Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

South Shore Capital Advisors Cohasset, Massachusetts $137M AUM