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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
Q2 		$911K Sell
7,325
-58
-0.8% -$6.99K 0.04% 149
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 $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Klingman & Associates's EFG Position: Q2 2026 in Review

Klingman & Associates reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 0.79% in Q2 2026, selling an estimated $6.99K and leaving 7,325 shares worth $911K. The position accounts for 0.04% of the portfolio, ranked #149.

Klingman & Associates first reported a position in EFG in Q4 2025 and has held it in 3 quarters since. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Klingman & Associates held 7,325 shares of iShares MSCI EAFE Growth ETF worth $911K as of Q2 2026.
  • Klingman & Associates sold 58 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $6.99K.
  • iShares MSCI EAFE Growth ETF made up 0.04% of Klingman & Associates's portfolio in Q2 2026, its #149 holding.
  • Klingman & Associates first reported a position in iShares MSCI EAFE Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.