NYSEARCA:EQTY Kovitz Core Equity ETF (EQTY) Price, Holdings, & News $23.77 -0.30 (-1.25%) (As of 11/15/2024 ET) Add Compare Share Share Stock Analysis Stock AnalysisChartHoldingsRatings About Kovitz Core Equity ETF (NYSEARCA:EQTY) 30 days 90 days 365 days Advanced Chart View Price History Chart DataSkip Price History Chart Get Kovitz Core Equity ETF alerts:Sign Up Key Stats Today's Range$23.74▼$23.9450-Day Range$22.01▼$24.4052-Week Range$18.50▼$24.44Volume33,327 shsAverage Volume48,733 shsMarket Capitalization$1.16 billionAssets Under Management$1.18 billionDividend Yield0.04%Net Expense Ratio0.99%Aggregate RatingModerate Buy ETF OverviewThe Kovitz Core Equity ETF (EQTY) is an exchange-traded fund that mostly invests in total market equity. The fund is a narrow, core equity portfolio of companies believed by the adviser to be high quality and undervalued. The actively managed fund invests in large- and mid-cap companies around the globe. EQTY was launched on Dec 28, 2011 and is managed by Kovitz.Read More… Trump won. Buy this coin now. (Ad)Juan Villaverde called the top and bottom of every crypto bull market since 2012. He believes Bitcoin will go to $150,000 — or more. But there’s one coin he thinks could go even higher.This could be his favorite coin. Kovitz Core Equity ETF ExpensesTypeEQTYStrategy ETFsEquity ETFsNYSEARCA ETFsAll ETFsManagement Fee0.99%0.47%0.55%0.51%0.52%Other Expenses0.00%0.39%0.49%0.57%0.53%Total Expense0.99%0.62%0.71%0.73%0.71%Fee Waiver0.00%-0.42%-0.52%-0.67%-0.57%Net Expense0.99%0.53%0.61%0.58%0.59% Receive EQTY Stock News and Ratings via Email Sign-up to receive the latest news and ratings for Kovitz Core Equity ETF and its competitors with MarketBeat's FREE daily newsletter. Email Address EQTY ETF News HeadlinesNo headlines for this company have been tracked by MarketBeat.com EQTY ETF - Frequently Asked Questions How have EQTY shares performed this year? Kovitz Core Equity ETF's stock was trading at $19.88 on January 1st, 2024. Since then, EQTY shares have increased by 19.5% and is now trading at $23.7663. View the best growth stocks for 2024 here. How do I buy shares of Kovitz Core Equity ETF? Shares of EQTY stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services. Compare Top Brokerages Here. Fund Details IssuerKovitz Investment Group Partners Fund NameKovitz Core Equity ETF Tax ClassificationRegulated Investment Company Stock ExchangeNYSEARCACurrent SymbolNYSEARCA:EQTY Inception Date12/9/2022 Fund ManagerMitchell Kovitz, Joel Hirsh, Bryan Engler, Jonathan Shapiro WebN/A PhoneN/AFund Focus Asset ClassEquity BenchmarkN/A CategoryBroad Equity FocusStrategy Development LevelBlended Development RegionGlobal Number of Holdings42 Fund Statistics Assets Under Management$1.18 billion Average Daily Volume$0.00 Discount/Premium0.00% Administrator, Advisor and Custodian AdministratorUltimus Fund Solutions, LLC AdvisorKovitz Investment Group Partners, LLC CustodianBrown Brothers Harriman & Co. DistributorNorthern Lights Distributors, LLC Transfer AgentBrown Brothers Harriman & Co. TrusteeN/A Lead Market MakerGTS Options OptionableOptionable Options Volume5 Put Options20 Call Options5 Miscellaneous Outstanding Shares49,000,000Beta1.00 Creation Fee$300.00 2025 Gold Forecast: A Perfect Storm for DemandUnlock the timeless value of gold with our exclusive 2025 Gold Forecasting Report. Explore why gold remains the ultimate investment for safeguarding wealth against inflation, economic shifts, and global uncertainties. Whether you're planning for future generations or seeking a reliable asset in turbulent times, this report is your essential guide to making informed decisions.Get This Free Report Top 10 EQTY HoldingsMeta Platforms (NASDAQ:META)Holding Weight: 4.89%Amazon.com (NASDAQ:AMZN)Holding Weight: 4.38%Charles Schwab (NYSE:SCHW)Holding Weight: 4.29%Becton, Dickinson and Company (NYSE:BDX)Holding Weight: 4.27%Keysight Technologies (NYSE:KEYS)Holding Weight: 4.08%Alphabet (NASDAQ:GOOG)Holding Weight: 3.99%Philip Morris International (NYSE:PM)Holding Weight: 3.89%Cash & Cash EquivalentsHolding Weight: 3.75%Intercontinental Exchange (NYSE:ICE)Holding Weight: 3.67%Jacobs Solutions (NYSE:J)Holding Weight: 3.66%Full Holdings DetailsEQTY Sector ExposureEQTY Industry Exposure This page (NYSEARCA:EQTY) was last updated on 11/17/2024 by MarketBeat.com Staff From Our PartnersBill Gates’s Next Big AI Bet: StargateIn February 2016… when almost nobody was talking about artificial intelligence…. 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