Klingman & Associates’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Klingman & Associates’s Portfolio EEM Stock Details EEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.16M	Buy	20,415 +140	+0.7%	+$8.23K	0.06%	123
2025 Q4	$1.11M	Sell	20,275 -195	-1%	-$10.6K	0.05%	123
2025 Q3	$1.09M	Hold	20,470	–	–	0.06%	116
2025 Q2	$987K	Buy	20,470 +298	+1%	+$13.4K	0.05%	119
2025 Q1	$882K	Hold	20,172	–	–	0.05%	111
2024 Q4	$844K	Buy	20,172 +1,148	+6%	+$50.9K	0.05%	112
2024 Q3	$872K	Hold	19,024	–	–	0.05%	114
2024 Q2	$810K	Buy	19,024 +1,853	+11%	+$77.7K	0.05%	106
2024 Q1	$705K	Buy	17,171 +252	+1%	+$10K	0.05%	116
2023 Q4	$680K	Hold	16,919	–	–	0.05%	116
2023 Q3	$642K	Buy	16,919 +3,637	+27%	+$144K	0.05%	120
2023 Q2	$525K	Hold	13,282	–	–	0.04%	124
2023 Q1	$524K	Hold	13,282	–	–	0.05%	115
2022 Q4	$503K	Buy	13,282 +99	+0.8%	+$3.65K	0.04%	118
2022 Q3	$460K	Hold	13,183	–	–	0.05%	114
2022 Q2	$529K	Buy	13,183 +700	+6%	+$29.4K	0.05%	102
2022 Q1	$564K	Sell	12,483 -3,421	-22%	-$161K	0.05%	110
2021 Q4	$777K	Sell	15,904 -3,799	-19%	-$191K	0.07%	85
2021 Q3	$993K	Buy	19,703 +2,000	+11%	+$104K	0.09%	69
2021 Q2	$976K	Buy	17,703 +1,692	+11%	+$91.9K	0.09%	67
2021 Q1	$854K	Buy	16,011 +1,585	+11%	+$86.8K	0.09%	70
2020 Q4	$745K	Buy	14,426 +1,258	+10%	+$60.5K	0.09%	73
2020 Q3	$581K	Buy	13,168 +2,729	+26%	+$120K	0.08%	75
2020 Q2	$417K	Hold	10,439	–	–	0.06%	83
2020 Q1	$356K	Hold	10,439	–	–	0.07%	87
2019 Q4	$468K	Buy	10,439 +536	+5%	+$23K	0.08%	78
2019 Q3	$405K	Hold	9,903	–	–	0.07%	82
2019 Q2	$425K	Buy	9,903 +11	+0.1%	+$467	0.08%	78
2019 Q1	$425K	Hold	9,892	–	–	0.08%	73
2018 Q4	$386K	Sell	9,892 -1,190	-11%	-$47.7K	0.09%	70
2018 Q3	$476K	Buy	11,082 +1	+0%	+$43	0.1%	67
2018 Q2	$480K	Buy	11,081 +2,230	+25%	+$103K	0.1%	66
2018 Q1	$427K	Hold	8,851	–	–	0.1%	69
2017 Q4	$417K	Buy	+8,851	New	+$410K	0.09%	78
2016 Q4	–	Sell	-394	Closed	-$15K	–	163
2016 Q3	$15K	Buy	+394	New	+$14.4K	﹤0.01%	274
2016 Q1	–	Sell	-3,150	Closed	-$101K	–	390
2015 Q4	$101K	Hold	3,150	–	–	0.04%	159
2015 Q3	$103K	Hold	3,150	–	–	0.04%	157
2015 Q2	$125K	Hold	3,150	–	–	0.05%	114
2015 Q1	$126K	Hold	3,150	–	–	0.05%	109
2014 Q4	$123K	Buy	+3,150	New	+$128K	0.05%	110

Other funds holding EEM

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

BOTOTLSJU

Board of Trustees of The Leland Stanford Junior University Redwood City, California $849M AUM 55.45% 1-Year Est. Return

Klingman & Associates's EEM Position: Q1 2026 in Review

Klingman & Associates increased its iShares MSCI Emerging Markets ETF (EEM) stake by 0.69% in Q1 2026, buying an estimated $8.23K and bringing the position to 20,415 shares worth $1.16M. The position accounts for 0.06% of the portfolio, ranked #123.

Klingman & Associates first reported a position in EEM in Q4 2014 and has held it in 40 quarters since. 1,607 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

Klingman & Associates held 20,415 shares of iShares MSCI Emerging Markets ETF worth $1.16M as of Q1 2026.
Klingman & Associates bought 140 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $8.23K.
iShares MSCI Emerging Markets ETF made up 0.06% of Klingman & Associates's portfolio in Q1 2026, its #123 holding.
Klingman & Associates first reported a position in iShares MSCI Emerging Markets ETF in Q4 2014 and has held it in 40 quarters since.
1,607 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.