Klingman & Associates
IEFA icon

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
Q3 		$100M Buy
1,030,279
+28,099
+3% +$2.77M 4.15% 4
2026
Q2 		$96.8M Buy
1,002,180
+44,824
+5% +$4.31M 4.12% 4
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 +$8.32K ﹤0.01% 301

Other funds holding IEFA

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

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

Klingman & Associates increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.8% in Q3 2026, buying an estimated $2.77M and bringing the position to 1,030,279 shares worth $100M. 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 30 quarters since. 1,186 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Klingman & Associates held 1,030,279 shares of iShares Core MSCI EAFE ETF worth $100M as of Q3 2026.
  • Klingman & Associates bought 28,099 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $2.77M.
  • iShares Core MSCI EAFE ETF made up 4.15% of Klingman & Associates's portfolio in Q3 2026, its #4 holding.
  • Klingman & Associates first reported a position in iShares Core MSCI EAFE ETF in Q1 2016 and has held it in 30 quarters since.
  • 1,186 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

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