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

Klingman & Associates’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,157
Closed -$235K – 356
2026
Q1 		$235K Buy
+3,157
New +$237K 0.01% 299

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Klingman & Associates sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2026, closing a stake of 3,157 shares — an estimated $235K sold.

Klingman & Associates first reported a position in EFV in Q1 2026 and held it in 1 quarter. The position peaked at $235K in Q1 2026. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Klingman & Associates reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2026 after selling out during the quarter.
  • Klingman & Associates sold 3,157 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $235K.
  • Klingman & Associates first reported a position in iShares MSCI EAFE Value ETF in Q1 2026 and held it in 1 quarter.
  • Klingman & Associates's iShares MSCI EAFE Value ETF position peaked at $235K in Q1 2026.
  • 1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

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