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Kovitz Core Equity ETF

EQTY

Kovitz

Kovitz Core Equity ETF (EQTY) on the Akinda fund screen (AAOIFI-derived): Not halal. Coverage 86.86%. Below: the fund under all five rulebooks, its facts and every holding with its own verdict.

Akinda fund screen

Akinda fund screen (AAOIFI-derived)Not halalCoverage: 86.86%
  • Halal 44.67%
  • Doubtful 15.74%
  • Not halal 26.45%
  • Not rated 13.14%

The bar is scaled to fit; the figures are as reported, and the buckets do not always total 100%.

Coverage is the share of the fund's weight we hold a usable verdict for. Below 95%, a fund is rated only when the weight we can see already breaches the 5% limit; otherwise it is not rated by this method.

Fund facts

Issuer
Kovitz
Venue (where it trades)
United States
Domicile (where it is registered)
United States
Reporting currency
USD
Expense ratio
0.99%
AUM
1.39B USD
Holdings
37 (34 screened)
Basket as of (provider)
30 Oct 2026
Basket fetched by Akinda
30 Oct 2026
Verdict updated
3 Nov 2026

Venue is where a fund trades; domicile is where it is registered. London-listed funds are domiciled in Ireland or Luxembourg, so use Venue for UK ETFs.

Five rulebooks

RulebookVerdictHalalNot halalSplit (0–100%)
Akinda fund screen (AAOIFI)Not halal44.67%26.45%
DJIMNot halal43.56%27.56%
FTSENot halal36.26%37.88%
MSCINot halal36.26%37.88%
S&PNot halal44.63%26.49%

Every bar uses the same 0–100% scale. Index rulebooks report only halal and not-halal weight; uncoloured weight is weight that rulebook does not classify. Coverage is published for the Akinda fund screen only.

The fund screen and the four index rulebooks answer different questions, so they are expected to disagree. A fund can be doubtful on our fund screen and halal under S&P; both are correct.

Holdings

1–37 of 37 holdings, largest first · basket as of 30 Oct 2026
No.HoldingWeightAkinda (AAOIFI)DJIMFTSEMSCIS&P
1
GOOGALPHABET INC-C
5.45%DoubtfulNot ratedNot ratedNot ratedNot rated
2
AMZNAMAZON.COM INC
4.79%HalalHalalHalalHalalHalal
3
ICEINTERCONT EXCH I
4.50%Not halalNot halalNot halalNot halalNot halal
4
BDXABECTON DICKINSON
4.39%Not ratedNot ratedNot ratedNot ratedNot rated
5
PMPHILIP MORRIS IN
4.21%Not halalNot halalNot halalNot halalNot halal
6
MSFTMICROSOFT CORP
3.92%HalalHalalHalalHalalHalal
7
TMOTHERMO FISHER
3.89%HalalHalalNot halalNot halalHalal
8
KEYSKEYSIGHT TEC
3.71%DoubtfulNot ratedNot ratedNot ratedNot rated
9
SCHWSCHWAB (CHARLES)
3.65%Not halalNot halalNot halalNot halalNot halal
10
AONAON PLC-CLASS A
3.59%Not halalNot halalNot halalNot halalNot halal
11
METAMETA PLATFORMS-A
3.13%HalalHalalHalalHalalHalal
12
VVISA INC-CLASS A
3.11%HalalNot halalNot halalNot halalNot halal
13
ALCALCON INC
3.06%HalalHalalHalalHalalHalal
14
ASHTYASHTEAD GROU-ADR
3.04%Not ratedNot ratedNot ratedNot ratedNot rated
15
PCARPACCAR INC
3.02%DoubtfulNot ratedNot halalNot halalNot rated
16
JJACOBS SOLUTIONS
2.96%DoubtfulNot ratedNot ratedNot ratedNot rated
17
CRMSALESFORCE INC
2.82%HalalHalalHalalHalalHalal
18
WATWATERS CORP
2.74%HalalHalalHalalHalalHalal
19
ADIANALOG DEVICES
2.59%HalalHalalHalalHalalHalal
20
COOCOOPER COS INC
2.50%HalalHalalHalalHalalHalal
21
AMTMAMENTUM HOLDINGS
2.19%Not halalNot halalNot halalNot halalNot halal
22
AMDADV MICRO DEVICE
2.06%HalalHalalHalalHalalHalal
23
DLTRDOLLAR TREE INC
2.03%HalalHalalHalalHalalHalal
24
AMATAPPLIED MATERIAL
2.03%HalalHalalHalalHalalHalal
25
LOWLOWE'S COS INC
2.01%Not halalHalalNot halalNot halalHalal
26
ADBEADOBE INC
1.92%HalalHalalHalalHalalHalal
27
BRK-BBERKSHIRE HATH-B
1.78%Not halalNot halalNot halalNot halalNot halal
28
ANETARISTA NETWORKS
1.74%HalalHalalNot halalNot halalHalal
29
UNVGYUNIVERSAL-ADR
1.66%Not ratedNot ratedNot ratedNot ratedNot rated
30
AXPAMERICAN EXPRESS
1.61%Not halalNot halalNot halalNot halalNot halal
31
AAPLAPPLE INC
1.55%HalalHalalHalalHalalHalal
32
HAYWHAYWARD HOLDINGS
1.07%Not halalNot halalHalalHalalHalal
33
RYANRYAN SPECIALTY H
1.05%Not halalNot halalNot halalNot halalNot halal
34
KMXCARMAX INC
0.79%Not halalNot halalNot halalNot halalNot halal
35
FNDFLOOR & DECOR-A
0.74%HalalHalalNot halalNot halalHalal
36
GOOGLALPHABET INC-A
0.61%DoubtfulNot ratedNot ratedNot ratedNot rated
37
ABTABBOTT LABS
0.06%HalalHalalHalalHalalHalal

Not rated means we hold no usable verdict for that company; it is never treated as compliant.

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