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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
Q1 		$822K Buy
7,383
+58
+0.8% +$6.82K 0.04% 145
2025
Q4 		$834K Buy
+7,325
New +$840K 0.04% 140

Other funds holding EFG

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Klingman & Associates increased its iShares MSCI EAFE Growth ETF (EFG) stake by 0.79% in Q1 2026, buying an estimated $6.82K and bringing the position to 7,383 shares worth $822K. The position accounts for 0.04% of the portfolio, ranked #145.

Klingman & Associates first reported a position in EFG in Q4 2025 and has held it in 2 quarters since. The position peaked at $834K in Q4 2025. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Klingman & Associates held 7,383 shares of iShares MSCI EAFE Growth ETF worth $822K as of Q1 2026.
  • Klingman & Associates bought 58 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $6.82K.
  • iShares MSCI EAFE Growth ETF made up 0.04% of Klingman & Associates's portfolio in Q1 2026, its #145 holding.
  • Klingman & Associates first reported a position in iShares MSCI EAFE Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • Klingman & Associates's iShares MSCI EAFE Growth ETF position peaked at $834K in Q4 2025.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

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