Cohen Klingenstein’s iShares MSCI EAFE ETF EFA Stock Holding History

Cohen Klingenstein’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$447K	Hold	4,300	–	–	0.01%	190
2026 Q1	$418K	Hold	4,300	–	–	0.01%	191
2025 Q4	$413K	Hold	4,300	–	–	0.01%	190
2025 Q3	$401K	Hold	4,300	–	–	0.01%	189
2025 Q2	$384K	Hold	4,300	–	–	0.01%	190
2025 Q1	$351K	Hold	4,300	–	–	0.01%	195
2024 Q4	$325K	Hold	4,300	–	–	0.01%	199
2024 Q3	$360K	Hold	4,300	–	–	0.01%	209
2024 Q2	$337K	Hold	4,300	–	–	0.01%	211
2024 Q1	$343K	Hold	4,300	–	–	0.01%	211
2023 Q4	$324K	Hold	4,300	–	–	0.01%	210
2023 Q3	$296K	Hold	4,300	–	–	0.01%	210
2023 Q2	$312K	Hold	4,300	–	–	0.01%	210
2023 Q1	$308K	Hold	4,300	–	–	0.01%	209
2022 Q4	$282K	Hold	4,300	–	–	0.01%	212
2022 Q3	$241K	Hold	4,300	–	–	0.01%	217
2022 Q2	$269K	Hold	4,300	–	–	0.01%	215
2022 Q1	$316K	Hold	4,300	–	–	0.01%	214
2021 Q4	$338K	Hold	4,300	–	–	0.01%	212
2021 Q3	$335K	Hold	4,300	–	–	0.01%	229
2021 Q2	$339K	Hold	4,300	–	–	0.01%	227
2021 Q1	$326K	Hold	4,300	–	–	0.02%	228
2020 Q4	$314K	Hold	4,300	–	–	0.02%	226
2020 Q3	$274K	Hold	4,300	–	–	0.02%	220
2020 Q2	$262K	Hold	4,300	–	–	0.02%	224
2020 Q1	$230K	Hold	4,300	–	–	0.02%	223
2019 Q4	$299K	Hold	4,300	–	–	0.02%	227
2019 Q3	$280K	Hold	4,300	–	–	0.02%	228
2019 Q2	$283K	Hold	4,300	–	–	0.02%	201
2019 Q1	$279K	Hold	4,300	–	–	0.02%	177
2018 Q4	$253K	Hold	4,300	–	–	0.04%	152
2018 Q3	$292K	Hold	4,300	–	–	0.04%	155
2018 Q2	$288K	Hold	4,300	–	–	0.04%	154
2018 Q1	$300K	Hold	4,300	–	–	0.04%	150
2017 Q4	$302K	Hold	4,300	–	–	0.04%	150
2017 Q3	$294K	Hold	4,300	–	–	0.04%	149
2017 Q2	$280K	Hold	4,300	–	–	0.04%	151
2017 Q1	$268K	Hold	4,300	–	–	0.04%	150
2016 Q4	$248K	Hold	4,300	–	–	0.04%	151
2016 Q3	$254K	Hold	4,300	–	–	0.04%	153
2016 Q2	$240K	Hold	4,300	–	–	0.04%	152
2016 Q1	$246K	Hold	4,300	–	–	0.05%	152
2015 Q4	$252K	Hold	4,300	–	–	0.05%	149
2015 Q3	$246K	Hold	4,300	–	–	0.05%	146
2015 Q2	$273K	Hold	4,300	–	–	0.05%	147
2015 Q1	$276K	Hold	4,300	–	–	0.05%	146
2014 Q4	$262K	Hold	4,300	–	–	0.05%	148
2014 Q3	$276K	Hold	4,300	–	–	0.05%	149
2014 Q2	$294K	Hold	4,300	–	–	0.06%	147
2014 Q1	$289K	Hold	4,300	–	–	0.06%	147
2013 Q4	$289K	Hold	4,300	–	–	0.06%	147
2013 Q3	$274K	Hold	4,300	–	–	0.06%	145
2013 Q2	$246K	Buy	+4,300	New	+$260K	0.06%	148

Other funds holding EFA

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cohen Klingenstein's EFA Position: Q2 2026 in Review

Cohen Klingenstein held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 4,300 shares worth $447K. The position accounts for 0.01% of the portfolio, ranked #190.

Cohen Klingenstein first reported a position in EFA in Q2 2013 and has held it in 53 quarters since. 1,078 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Cohen Klingenstein held 4,300 shares of iShares MSCI EAFE ETF worth $447K as of Q2 2026.
Cohen Klingenstein left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.01% of Cohen Klingenstein's portfolio in Q2 2026, its #190 holding.
Cohen Klingenstein first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 53 quarters since.
1,078 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Cohen Klingenstein's 13F filing for Q2 2026, filed 15 Jul 2026.