KA
EFV icon

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
Q1 		$235K Buy
+3,157
New +$237K 0.01% 299

Other funds holding EFV

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Klingman & Associates opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q1 2026: 3,157 shares worth $235K. The stake represents 0.01% of the portfolio and ranks #299 among its holdings.

1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Klingman & Associates held 3,157 shares of iShares MSCI EAFE Value ETF worth $235K as of Q1 2026.
  • iShares MSCI EAFE Value ETF was a new Klingman & Associates position in Q1 2026.
  • iShares MSCI EAFE Value ETF made up 0.01% of Klingman & Associates's portfolio in Q1 2026, its #299 holding.
  • 1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

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