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Ishares Tr msci usavalfct shares owned by Klingman & Associates

Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Klingman & Associates from 13F filings

Historical chart of Klingman & Associates investment in Ishares Tr msci usavalfct

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci usavalfct held by Klingman & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr msci usavalfct by Klingman & Associates

Quarter filed Position value Share count Share price at filing
2026-06-30 $219k 1.1k 199.81

More positions owned by Klingman & Associates

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust ST STR P500GRW (SPYG)
Apple (AAPL)
Spdr Series Trust St Str P500val (SPYV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibonds Dec 2030 (IBDV)

View all positions for Klingman & Associates

Top funds holding Ishares Tr msci usavalfct

Mason Investment Advisory Services
Northwestern Mutual Wealth Management Company
Matson Money
Bank of America Corporation
BlackRock
Mercer Global Advisors
Wharton Business Group
Envestnet Asset Management
LPL Financial
Morgan Stanley
FMR
Jpmorgan Chase & Co
Mainstay Capital Management
Wells Fargo & Company
Pnc Financial Services

View all funds holding Ishares Tr msci usavalfct