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iShares MSCI EAFE Index Fund shares owned by Klingman & Associates

Quarter-by-quarter ownership of iShares MSCI EAFE Index Fund (EFA) shares owned by Klingman & Associates from 13F filings

Historical chart of Klingman & Associates investment in iShares MSCI EAFE Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares MSCI EAFE Index Fund held by Klingman & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares MSCI EAFE Index Fund by Klingman & Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.6M 33k 79.86
2023-12-31 $2.5M 33k 75.35
2023-09-30 $2.0M 29k 68.92
2023-06-30 $2.1M 29k 72.50
2023-03-31 $2.1M 29k 71.52
2022-12-31 $1.9M 29k 65.64
2022-09-30 $1.6M 28k 56.00
2022-06-30 $1.8M 30k 62.49
2022-03-31 $2.3M 31k 73.59
2021-12-31 $2.2M 28k 78.67
2021-09-30 $2.2M 28k 77.99
2021-06-30 $2.2M 28k 78.89
2021-03-31 $2.1M 28k 75.87
2020-12-31 $2.0M 27k 72.96
2020-09-30 $1.5M 23k 63.65
2020-06-30 $1.5M 24k 60.85
2020-03-31 $1.4M 26k 53.46
2019-12-31 $1.8M 26k 69.44
2019-09-30 $1.6M 25k 65.21
2019-06-30 $991k 15k 65.76
2019-03-31 $2.8M 43k 64.86
2018-12-31 $2.5M 42k 58.78
2018-09-30 $3.0M 44k 67.98
2018-06-30 $3.0M 44k 66.96
2018-03-31 $2.9M 42k 69.67
2017-12-31 $3.0M 42k 70.31
2017-09-30 $2.9M 42k 68.48
2017-06-30 $2.6M 41k 65.20
2017-03-31 $3.1M 50k 62.28
2016-12-31 $2.9M 51k 57.74
2016-09-30 $2.8M 47k 59.12
2016-06-30 $2.6M 47k 55.81
2016-03-31 $2.7M 47k 57.16
2015-12-31 $2.8M 47k 58.73
2015-09-30 $1.8M 31k 57.30
2015-06-30 $2.0M 32k 63.49
2015-03-31 $2.0M 32k 64.17
2014-12-31 $1.9M 32k 60.81

More positions owned by Klingman & Associates

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibds Dec28 Etf (IBDT)

View all positions for Klingman & Associates

Top funds holding iShares MSCI EAFE Index Fund

Goldman Sachs Group
Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
UBS Group
Squarepoint Ops
Citigroup
Barclays
Jane Street
Citadel Advisors
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Bank of New York Mellon
TD Asset Management

View all funds holding iShares MSCI EAFE Index Fund