Klingman & Associates’s iShares MSCI EAFE ETF EFA Stock Holding History

Klingman & Associates’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 Q1	$3.02M	Buy	31,103 +561	+2%	+$56.1K	0.14%	61
2025 Q4	$2.93M	Buy	30,542 +238	+0.8%	+$22.6K	0.14%	63
2025 Q3	$2.83M	Sell	30,304 -500	-2%	-$45.5K	0.14%	62
2025 Q2	$2.75M	Sell	30,804 -3,914	-11%	-$334K	0.15%	62
2025 Q1	$2.84M	Buy	34,718 +550	+2%	+$44.3K	0.17%	56
2024 Q4	$2.58M	Sell	34,168 -119	-0.3%	-$9.42K	0.16%	60
2024 Q3	$2.87M	Hold	34,287	–	–	0.18%	57
2024 Q2	$2.69M	Buy	34,287 +1,270	+4%	+$101K	0.18%	56
2024 Q1	$2.64M	Sell	33,017 -300	-0.9%	-$22.9K	0.18%	53
2023 Q4	$2.51M	Buy	33,317 +3,995	+14%	+$282K	0.18%	54
2023 Q3	$2.02M	Buy	29,322 +500	+2%	+$35.8K	0.16%	63
2023 Q2	$2.09M	Hold	28,822	–	–	0.17%	59
2023 Q1	$2.06M	Hold	28,822	–	–	0.18%	54
2022 Q4	$1.89M	Buy	28,822 +1,056	+4%	+$66.2K	0.17%	56
2022 Q3	$1.55M	Sell	27,766 -1,693	-6%	-$106K	0.15%	58
2022 Q2	$1.84M	Sell	29,459 -1,837	-6%	-$125K	0.18%	54
2022 Q1	$2.3M	Buy	31,296 +3,332	+12%	+$249K	0.2%	48
2021 Q4	$2.2M	Hold	27,964	–	–	0.19%	47
2021 Q3	$2.18M	Hold	27,964	–	–	0.2%	43
2021 Q2	$2.21M	Buy	27,964 +300	+1%	+$23.8K	0.21%	43
2021 Q1	$2.1M	Buy	27,664 +908	+3%	+$68.4K	0.22%	42
2020 Q4	$1.95M	Buy	26,756 +3,693	+16%	+$253K	0.23%	42
2020 Q3	$1.47M	Sell	23,063 -881	-4%	-$56.4K	0.2%	45
2020 Q2	$1.46M	Sell	23,944 -2,000	-8%	-$116K	0.22%	44
2020 Q1	$1.39M	Buy	25,944 +252	+1%	+$16K	0.28%	45
2019 Q4	$1.78M	Buy	25,692 +589	+2%	+$39.8K	0.29%	40
2019 Q3	$1.64M	Sell	25,103 -17,360	-41%	-$1.12M	0.29%	40
2019 Q2	$2.79M	Hold	42,463	–	–	0.52%	32
2019 Q1	$2.75M	Buy	42,463 +750	+2%	+$47.3K	0.54%	30
2018 Q4	$2.45M	Sell	41,713 -2,357	-5%	-$147K	0.55%	29
2018 Q3	$3M	Hold	44,070	–	–	0.61%	27
2018 Q2	$2.95M	Buy	44,070 +1,815	+4%	+$127K	0.64%	26
2018 Q1	$2.94M	Hold	42,255	–	–	0.66%	24
2017 Q4	$2.97M	Sell	42,255 -122	-0.3%	-$8.48K	0.65%	24
2017 Q3	$2.9M	Buy	42,377 +1,840	+5%	+$123K	0.71%	24
2017 Q2	$2.64M	Sell	40,537 -9,605	-19%	-$622K	0.7%	23
2017 Q1	$3.12M	Sell	50,142 -378	-0.7%	-$22.9K	0.87%	22
2016 Q4	$2.92M	Buy	50,520 +3,650	+8%	+$210K	0.89%	22
2016 Q3	$2.77M	Sell	46,870 -125	-0.3%	-$7.25K	0.83%	22
2016 Q2	$2.62M	Hold	46,995	–	–	0.85%	20
2016 Q1	$2.69M	Hold	46,995	–	–	0.96%	20
2015 Q4	$2.76M	Buy	46,995 +15,860	+51%	+$955K	1.03%	20
2015 Q3	$1.78M	Sell	31,135 -412	-1%	-$25.4K	0.7%	24
2015 Q2	$2M	Sell	31,547 -90	-0.3%	-$5.99K	0.79%	22
2015 Q1	$2.03M	Hold	31,637	–	–	0.83%	20
2014 Q4	$1.92M	Buy	+31,637	New	+$1.98M	0.8%	22

Other funds holding EFA

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

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

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

Klingman & Associates increased its iShares MSCI EAFE ETF (EFA) stake by 1.8% in Q1 2026, buying an estimated $56.1K and bringing the position to 31,103 shares worth $3.02M. The position accounts for 0.14% of the portfolio, ranked #61.

Klingman & Associates first reported a position in EFA in Q4 2014 and has held it in 46 quarters since. The position peaked at $3.12M in Q1 2017. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Klingman & Associates held 31,103 shares of iShares MSCI EAFE ETF worth $3.02M as of Q1 2026.
Klingman & Associates bought 561 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $56.1K.
iShares MSCI EAFE ETF made up 0.14% of Klingman & Associates's portfolio in Q1 2026, its #61 holding.
Klingman & Associates first reported a position in iShares MSCI EAFE ETF in Q4 2014 and has held it in 46 quarters since.
Klingman & Associates's iShares MSCI EAFE ETF position peaked at $3.12M in Q1 2017.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

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