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Klingman & Associates’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Klingman & Associates’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$86.7M Buy
957,356
+48,129
+5% +$4.49M 4.15% 4
2025
Q4 		$81.3M Buy
909,227
+70,577
+8% +$6.24M 3.92% 4
2025
Q3 		$73.2M Buy
838,650
+93,027
+12% +$7.9M 3.69% 5
2025
Q2 		$62.2M Buy
745,623
+46,822
+7% +$3.72M 3.43% 7
2025
Q1 		$52.9M Buy
698,801
+42,625
+6% +$3.19M 3.24% 9
2024
Q4 		$46.1M Buy
656,176
+90,364
+16% +$6.67M 2.84% 9
2024
Q3 		$44.2M Buy
565,812
+13,847
+3% +$1.04M 2.74% 9
2024
Q2 		$40.1M Buy
551,965
+27,378
+5% +$2.01M 2.71% 9
2024
Q1 		$38.9M Buy
524,587
+5,660
+1% +$403K 2.7% 9
2023
Q4 		$36.5M Buy
518,927
+37,784
+8% +$2.49M 2.68% 9
2023
Q3 		$31M Buy
481,143
+35,111
+8% +$2.35M 2.5% 9
2023
Q2 		$30.1M Buy
446,032
+12,154
+3% +$824K 2.43% 10
2023
Q1 		$29M Buy
433,878
+7,278
+2% +$477K 2.5% 10
2022
Q4 		$26.3M Buy
426,600
+155,376
+57% +$9.14M 2.31% 13
2022
Q3 		$14.3M Buy
271,224
+114,700
+73% +$6.74M 1.4% 25
2022
Q2 		$9.21M Sell
156,524
-21,394
-12% -$1.37M 0.9% 29
2022
Q1 		$12.4M Buy
177,918
+102,891
+137% +$7.28M 1.05% 25
2021
Q4 		$5.6M Buy
75,027
+1,560
+2% +$117K 0.48% 31
2021
Q3 		$5.46M Buy
73,467
+3,948
+6% +$300K 0.51% 32
2021
Q2 		$5.2M Buy
69,519
+823
+1% +$62.1K 0.5% 32
2021
Q1 		$4.95M Buy
68,696
+7,484
+12% +$535K 0.51% 31
2020
Q4 		$4.23M Buy
61,212
+226
+0.4% +$14.6K 0.49% 34
2020
Q3 		$3.68M Sell
60,986
-39,114
-39% -$2.36M 0.49% 34
2020
Q2 		$5.72M Buy
100,100
+15,916
+19% +$863K 0.88% 26
2020
Q1 		$4.2M Buy
+84,184
New +$5.01M 0.86% 26
2016
Q4 		– Sell
-163
Closed -$9K – 197
2016
Q3 		$9K Hold
163
– – ﹤0.01% 297
2016
Q2 		$8K Hold
163
– – ﹤0.01% 307
2016
Q1 		$9K Buy
+163
New +$8.31K ﹤0.01% 301

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Klingman & Associates increased its iShares Core MSCI EAFE ETF (IEFA) stake by 5.3% in Q1 2026, buying an estimated $4.49M and bringing the position to 957,356 shares worth $86.7M. The position accounts for 4.15% of the portfolio, ranked #4.

Klingman & Associates first reported a position in IEFA in Q1 2016 and has held it in 28 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Klingman & Associates held 957,356 shares of iShares Core MSCI EAFE ETF worth $86.7M as of Q1 2026.
  • Klingman & Associates bought 48,129 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $4.49M.
  • iShares Core MSCI EAFE ETF made up 4.15% of Klingman & Associates's portfolio in Q1 2026, its #4 holding.
  • Klingman & Associates first reported a position in iShares Core MSCI EAFE ETF in Q1 2016 and has held it in 28 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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