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Klingman & Associates’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Klingman & Associates’s Portfolio EFAV Stock Details EFAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.06M Sell
22,541
-150
-0.7% -$13.6K 0.1% 85
2025
Q4 		$1.96M Sell
22,691
-455
-2% -$38.9K 0.09% 87
2025
Q3 		$1.96M Sell
23,146
-490
-2% -$41.4K 0.1% 84
2025
Q2 		$1.99M Sell
23,636
-685
-3% -$56.1K 0.11% 80
2025
Q1 		$1.9M Sell
24,321
-582
-2% -$43.5K 0.12% 75
2024
Q4 		$1.76M Buy
24,903
+42
+0.2% +$3.09K 0.11% 79
2024
Q3 		$1.91M Sell
24,861
-364
-1% -$26.9K 0.12% 77
2024
Q2 		$1.75M Sell
25,225
-280
-1% -$19.7K 0.12% 73
2024
Q1 		$1.81M Sell
25,505
-392
-2% -$27.3K 0.13% 72
2023
Q4 		$1.8M Sell
25,897
-5,456
-17% -$362K 0.13% 69
2023
Q3 		$2.04M Sell
31,353
-1,253
-4% -$84.2K 0.17% 62
2023
Q2 		$2.2M Sell
32,606
-1,743
-5% -$120K 0.18% 55
2023
Q1 		$2.32M Sell
34,349
-156
-0.5% -$10.3K 0.2% 50
2022
Q4 		$2.19M Buy
34,505
+547
+2% +$33.4K 0.19% 51
2022
Q3 		$1.94M Sell
33,958
-132,223
-80% -$8.29M 0.19% 54
2022
Q2 		$10.5M Sell
166,181
-5,225
-3% -$351K 1.03% 28
2022
Q1 		$12.4M Sell
171,406
-727
-0.4% -$52.8K 1.05% 26
2021
Q4 		$13.2M Sell
172,133
-136
-0.1% -$10.4K 1.14% 25
2021
Q3 		$13M Sell
172,269
-450
-0.3% -$34.9K 1.21% 25
2021
Q2 		$13M Buy
172,719
+6,148
+4% +$463K 1.25% 25
2021
Q1 		$12.2M Buy
166,571
+7,751
+5% +$569K 1.26% 25
2020
Q4 		$11.7M Buy
158,820
+4,451
+3% +$314K 1.35% 21
2020
Q3 		$10.5M Buy
154,369
+2,882
+2% +$196K 1.42% 19
2020
Q2 		$10M Buy
151,487
+7,622
+5% +$495K 1.53% 19
2020
Q1 		$8.93M Buy
143,865
+2,185
+2% +$154K 1.82% 18
2019
Q4 		$10.6M Buy
141,680
+19,329
+16% +$1.44M 1.73% 14
2019
Q3 		$8.97M Buy
122,351
+26,738
+28% +$1.94M 1.61% 16
2019
Q2 		$6.95M Buy
95,613
+26,679
+39% +$1.92M 1.29% 17
2019
Q1 		$4.96M Buy
68,934
+43,585
+172% +$3.05M 0.97% 22
2018
Q4 		$1.69M Buy
25,349
+8,487
+50% +$583K 0.38% 35
2018
Q3 		$1.23M Buy
16,862
+282
+2% +$20.3K 0.25% 38
2018
Q2 		$1.18M Hold
16,580
– – 0.25% 41
2018
Q1 		$1.22M Hold
16,580
– – 0.27% 36
2017
Q4 		$1.21M Hold
16,580
– – 0.26% 38
2017
Q3 		$1.18M Hold
16,580
– – 0.29% 33
2017
Q2 		$1.15M Sell
16,580
-117
-0.7% -$8.06K 0.31% 33
2017
Q1 		$1.1M Sell
16,697
-1,148
-6% -$73.5K 0.31% 33
2016
Q4 		$1.09M Sell
17,845
-9,525
-35% -$602K 0.33% 33
2016
Q3 		$1.85M Sell
27,370
-1,000
-4% -$67.3K 0.56% 29
2016
Q2 		$1.88M Hold
28,370
– – 0.61% 24
2016
Q1 		$1.89M Buy
28,370
+5,115
+22% +$325K 0.68% 24
2015
Q4 		$1.51M Sell
23,255
-9,010
-28% -$587K 0.56% 30
2015
Q3 		$2.01M Buy
32,265
+3,075
+11% +$200K 0.79% 23
2015
Q2 		$1.91M Buy
29,190
+11,700
+67% +$794K 0.75% 23
2015
Q1 		$1.15M Buy
17,490
+6,890
+65% +$446K 0.47% 31
2014
Q4 		$654K Buy
+10,600
New +$664K 0.27% 44

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

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

Klingman & Associates reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 0.66% in Q1 2026, selling an estimated $13.6K and leaving 22,541 shares worth $2.06M. The position accounts for 0.1% of the portfolio, ranked #85.

Klingman & Associates first reported a position in EFAV in Q4 2014 and has held it in 46 quarters since. The position peaked at $13.2M in Q4 2021. 538 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

  • Klingman & Associates held 22,541 shares of iShares MSCI EAFE Min Vol Factor ETF worth $2.06M as of Q1 2026.
  • Klingman & Associates sold 150 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2026, an estimated $13.6K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.1% of Klingman & Associates's portfolio in Q1 2026, its #85 holding.
  • Klingman & Associates first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2014 and has held it in 46 quarters since.
  • Klingman & Associates's iShares MSCI EAFE Min Vol Factor ETF position peaked at $13.2M in Q4 2021.
  • 538 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

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