Klingman & Associates
EFG icon

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

Klingman & Associates’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$749K Sell
18,747
-3,228
-15% -$132K 0.03% 172
2026
Q2 		$911K Sell
21,975
-174
-0.8% -$6.99K 0.04% 149
2026
Q1 		$822K Buy
22,149
+174
+0.8% +$6.82K 0.04% 145
2025
Q4 		$834K Buy
+21,975
New +$840K 0.04% 140

Other funds holding EFG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
Baker Avenue Asset Management
Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Klingman & Associates's EFG Position: Q3 2026 in Review

Klingman & Associates reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 15% in Q3 2026, selling an estimated $132K and leaving 18,747 shares worth $749K. The position accounts for 0.03% of the portfolio, ranked #172.

Klingman & Associates first reported a position in EFG in Q4 2025 and has held it in 4 quarters since. The position peaked at $911K in Q2 2026. 657 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • Klingman & Associates held 18,747 shares of iShares MSCI EAFE Growth ETF worth $749K as of Q3 2026.
  • Klingman & Associates sold 3,228 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $132K.
  • iShares MSCI EAFE Growth ETF made up 0.03% of Klingman & Associates's portfolio in Q3 2026, its #172 holding.
  • Klingman & Associates first reported a position in iShares MSCI EAFE Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • Klingman & Associates's iShares MSCI EAFE Growth ETF position peaked at $911K in Q2 2026.
  • 657 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.