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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
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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BOK
Bank of Korea Seoul, South Korea $4.13B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Klingman & Associates held its iShares Core MSCI International Developed Markets ETF (IDEV) position steady in Q1 2026 at 6,749 shares worth $564K. The position accounts for 0.03% of the portfolio, ranked #180.

Klingman & Associates first reported a position in IDEV in Q4 2024 and has held it in 6 quarters since. 706 funds tracked by Wall St. Rank hold IDEV as of Q1 2026.

  • Klingman & Associates held 6,749 shares of iShares Core MSCI International Developed Markets ETF worth $564K as of Q1 2026.
  • Klingman & Associates left its iShares Core MSCI International Developed Markets ETF share count unchanged in Q1 2026.
  • iShares Core MSCI International Developed Markets ETF made up 0.03% of Klingman & Associates's portfolio in Q1 2026, its #180 holding.
  • Klingman & Associates first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2024 and has held it in 6 quarters since.
  • 706 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q1 2026.

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