Kovitz Investment Group Partners, LLC ETFs

Kovitz Investment Group Partners, LLC

$21.5 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IWV Ishares Russell 3000 ETF	$0	$471,000 0.0% of portfolio	1,343	Q4 2024 Reduced 4.02%
VTIP Vanguard Sht Trm Inflt Prot Fd	$0	$467,000 0.0% of portfolio	9,306	Q4 2024 Added 1.38%
IGV Ishares Expanded Tech Software	$0	$449,000 0.0% of portfolio	4,109	Q4 2024 Added 8.88%
SRLN Ssga Active Trust	$0	$444,000 0.0% of portfolio	10,693	Q4 2024 Reduced 0.04%
FDL First Tr Morningstar Dividend	$0	$444,000 0.0% of portfolio	10,618	Q4 2024 Added 34.02%
IXN Ishares Global Information Tec	$0	$444,000 0.0% of portfolio	4,811	Q4 2024 Reduced 0.94%
EDEN Ishares Tr Msci Denmark ETF	$0	$442,000 0.0% of portfolio	3,888	Q4 2024 Added 188.07%
YOLO Advisorshares Tr Pure Cannabis	$0	$438,000 0.0% of portfolio	232,037	Q2 2025 Reduced 0.01%
SCHH Schwab Strategic U.S. Reit ETF	$0	$437,000 0.0% of portfolio	20,676	Q2 2025 Added 41.99%
IUSG Ishares Core S&P U.S Growth Et	$0	$426,000 0.0% of portfolio	2,839	Q4 2024 Added 0.88%
ESML Ishares Esg Aware Msci Usa Sma	$0	$419,000 0.0% of portfolio	10,155	Q4 2024 Added 16.67%
BBCA J P Morgan ETF Tr Betabuilders	$0	$414,000 0.0% of portfolio	5,136	Q4 2024 Added 15.28%
EELV Invesco ETF Tr Ii S&P Emerging	$0	$413,000 0.0% of portfolio	15,815	Q4 2024 Reduced 0.09%
SUSA Ishares Tr Msci Usa Esg Select	$0	$404,000 0.0% of portfolio	3,191	Q2 2025 New
ICSH Blackrock Ultra Short Term Bon	$0	$395,000 0.0% of portfolio	7,790	Q2 2024 New
GDXJ Vaneck ETF Tr Jr Gold Miners E	$0	$393,000 0.0% of portfolio	5,825	Q2 2025 Added 62.94%
DSTX ETF Ser Sol Distillate Intl Fu	$0	$391,000 0.0% of portfolio	14,004	Q4 2024 Reduced 1.36%
MTUM Ishares Msci Usa Momentum Fact	$0	$389,000 0.0% of portfolio	1,619	Q4 2024 Reduced 35.45%
DWX Spdr Index Shs Fds S&P Intl Di	$0	$387,000 0.0% of portfolio	9,193	Q2 2025 New
XSW Spdr S&P Software & Services E	$0	$387,000 0.0% of portfolio	2,043	Q4 2024 Added 28.39%
FXI Ishares Tr	$0	$383,000 0.0% of portfolio	10,436	Q4 2024 Reduced 30.55%
BSCP Invesco Et Seld Idxd Fd Tr Bul	$0	$381,000 0.0% of portfolio	18,452	Q1 2025 New
NOBL Proshares S&P 500 Dividend Ari	$0	$376,000 0.0% of portfolio	3,737	Q4 2024 Added 36.95%
EWY Ishares Inc Msci South Korea E	$0	$373,000 0.0% of portfolio	5,201	Q2 2025 New
EWT Ishares Inc Msci Taiwan ETF	$0	$363,000 0.0% of portfolio	6,328	Q4 2024 Reduced 29.73%
ENOR Ishares Tr Msci Norway ETF	$0	$349,000 0.0% of portfolio	12,548	Q4 2024 Added 335.44%
IYJ Ishares Tr	$0	$342,000 0.0% of portfolio	2,409	Q4 2024 Added 0.95%
KRE Spdr S&P Regional Banking ETF	$0	$336,000 0.0% of portfolio	5,664	Q4 2024 Added 16.07%
FTCS First Trust Capital Strength E	$0	$336,000 0.0% of portfolio	3,700	Q3 2024 New
AIQ Global X Funds Global X Artifi	$0	$328,000 0.0% of portfolio	7,519	Q4 2024 Added 3.83%
ITA Ishares Tr	$0	$324,000 0.0% of portfolio	1,718	Q2 2025 New
IHI Ishares Tr Dow Jones Us Medica	$0	$321,000 0.0% of portfolio	5,125	Q4 2024 Added 4.62%
IQLT Ishares Msci Intl Quality Fact	$0	$320,000 0.0% of portfolio	7,415	Q4 2024 Reduced 10.38%
EWK Ishares Inc Msci Belgium ETF	$0	$319,000 0.0% of portfolio	14,498	Q2 2025 New
JEPQ J P Morgan ETF Tr Nasdaq Equit	$0	$317,000 0.0% of portfolio	5,829	Q2 2025 New
MGC Vanguard Mega Cap ETF	$0	$315,000 0.0% of portfolio	1,403	Q4 2024 Reduced 3.99%
DHS Wisdomtree Tr U.S	$0	$310,000 0.0% of portfolio	3,239	Q2 2025 New
SDOG Alps Sector Dividend Dogs ETF	$0	$302,000 0.0% of portfolio	5,263	Q2 2025 New
BBJP Jp Morgan ETF Trust Betabuilde	$0	$299,000 0.0% of portfolio	4,841	Q4 2024 Reduced 13.98%
CRBN Ishares Tr Msci Acwi Low Carbo	$0	$296,000 0.0% of portfolio	1,401	Q4 2024 Added 2.57%
DJD Invesco Exchange Traded Fd Tr	$0	$290,000 0.0% of portfolio	5,468	Q2 2025 New
MGV Vanguard Mega Cap Value	$0	$287,000 0.0% of portfolio	2,189	Q4 2024 Reduced 0.46%
XLB Select Sector Spdr Fd Material	$0	$286,000 0.0% of portfolio	3,258	Q4 2024 Added 126.73%
FLTR Vaneck ETF Tr Investment Grade	$0	$284,000 0.0% of portfolio	11,147	Q4 2024 Reduced 11.48%
VDC Vanguard Consumer Staples ETF	$0	$281,000 0.0% of portfolio	1,286	Q2 2025 New
BND Vanguard Bd Index Fd Inc Total	$0	$281,000 0.0% of portfolio	3,829	Q2 2025 New
PTNQ Pacer Fds Tr Trendpliot 100 Et	$0	$280,000 0.0% of portfolio	3,927	Q4 2024 New
BCAT Black Rock Capital Allocation Trust	$0	$275,000 0.0% of portfolio	18,192	Q2 2025 New
TDIV First Trust Nasdaq Technology	$0	$274,000 0.0% of portfolio	3,040	Q4 2024 New
WOMN Impact Shs Fds I Tr Ywca Women	$0	$267,000 0.0% of portfolio	6,737	Q4 2024 Reduced 0.16%

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