Klingman & Associates’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Klingman & Associates’s Portfolio IDEV Stock Details IDEV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$604K	Hold	6,749	–	–	0.03%	195
2026 Q2	$601K	Hold	6,749	–	–	0.03%	182
2026 Q1	$564K	Hold	6,749	–	–	0.03%	180
2025 Q4	$557K	Hold	6,749	–	–	0.03%	180
2025 Q3	$541K	Hold	6,749	–	–	0.03%	183
2025 Q2	$513K	Hold	6,749	–	–	0.03%	171
2025 Q1	$465K	Hold	6,749	–	–	0.03%	165
2024 Q4	$435K	Buy	+6,749	New	+$455K	0.03%	167

Other funds holding IDEV

Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return

Standpoint Asset Management Scottsdale, Arizona $514M AUM 14.59% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

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

Klingman & Associates held its iShares Core MSCI International Developed Markets ETF (IDEV) position steady in Q3 2026 at 6,749 shares worth $604K. The position accounts for 0.03% of the portfolio, ranked #195.

Klingman & Associates first reported a position in IDEV in Q4 2024 and has held it in 8 quarters since. 220 funds tracked by Wall St. Rank hold IDEV as of Q3 2026.

Klingman & Associates held 6,749 shares of iShares Core MSCI International Developed Markets ETF worth $604K as of Q3 2026.
Klingman & Associates left its iShares Core MSCI International Developed Markets ETF share count unchanged in Q3 2026.
iShares Core MSCI International Developed Markets ETF made up 0.03% of Klingman & Associates's portfolio in Q3 2026, its #195 holding.
Klingman & Associates first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2024 and has held it in 8 quarters since.
220 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q3 2026.

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