Klaas Financial Asset Advisors, LLC Purchases in Q2 2025

Klaas Financial Asset Advisors, LLC

  • $626 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
49.9K
+ 4.21%
$108.12 - $135.04 $5.4M - $6.74M
1.24M $167M
IDEV
Ishares Core Msci Intl Develop

ETFs
10.2K
+ 1.48%
$61.79 - $76.67 $633K - $785K
703K $53.4M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
59.3K
+ 5.79%
$23.4 - $29.68 $1.39M - $1.76M
1.08M $32.2M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
7.15K
+ 1.68%
$50.29 - $64.29 $359K - $459K
432K $27.8M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
22.7K
+ 1.48%
$51.1 - $53.29 $1.16M - $1.21M
1.56M $83M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
1.26K
+ 0.44%
$36.01 - $45.69 $45.2K - $57.3K
285K $13M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
5.53K
+ 9.43%
$108.06 - $135.3 $598K - $749K
64.2K $8.69M
IQLT
Ishares Msci Intl Quality Fact

ETFs
3.52K
+ 1.25%
$35.9 - $43.76 $126K - $154K
285K $12.3M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
12.3K
+ 1.3%
$51.68 - $52.76 $636K - $649K
963K $50.8M
AVDV
American Centy ETF Tr Avantis

ETFs
1.54K
+ 1.88%
$61.76 - $79.32 $95.2K - $122K
83.4K $6.61M
AVUV
American Centy ETF Tr Avantis

ETFs
2.94K
+ 3.32%
$75.17 - $91.21 $221K - $268K
91.5K $8.33M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
3.57K
+ 8.39%
$59.98 - $74.92 $214K - $267K
46.1K $3.43M
VIG
Vanguard Dividend Appreciation

ETFs
2.49K
+ 1.94%
N/A
131K $23.8M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.56K
+ 1.96%
$82.21 - $83.12 $375K - $379K
237K $19.7M
ACWI
Ishares Msci Acwi ETF

ETFs
464
+ 2.03%
$103.59 - $128.6 $48.1K - $59.7K
23.4K $3M
IGLB
Ishares 10+ Year Investment Gr

ETFs
5.22K
+ 2.45%
$47.55 - $50.44 $248K - $263K
219K $11M
NEAR
Blackrock Short Maturity Bond

ETFs
4.08K
+ 2.27%
$50.41 - $51.17 $206K - $209K
184K $9.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
945
+ 3.83%
$90.56 - $109.49 $85.6K - $103K
25.6K $2.8M
IXUS
Ishares Tr

ETFs
2.7K
New
$62.37 - $77.63 $169K - $210K
2.7K $209K
NUSC
Nuveen Esg Small Cap ETF

ETFs
2.29K
+ 7.37%
$33.38 - $40.81 $76.6K - $93.6K
33.4K $1.36M
IEMG
Ishares Inc

ETFs
2.64K
+ 2.61%
N/A
104K $5.55M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
2.01K
+ 4.24%
$40.82 - $43.14 $82.2K - $86.8K
49.5K $2.14M
EMB
Ishares Tr

ETFs
662
+ 6.06%
$86.54 - $92.62 $57.3K - $61.3K
11.6K $1.07M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
2.09K
+ 1.48%
$24.66 - $25.17 $51.5K - $52.5K
143K $3.6M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
1.8K
+ 1.16%
$22.43 - $23.23 $40.3K - $41.7K
156K $3.63M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
2.63K
+ 0.62%
$22.54 - $23.17 $59.2K - $60.9K
424K $9.75M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
494
+ 1.82%
$45.12 - $46.23 $22.3K - $22.8K
27.6K $1.28M
IEF
Ishares Barclays

ETFs
79
+ 1.28%
$93.15 - $96.56 $7.36K - $7.63K
6.24K $597K
DFSE
Dimensional ETF Tr Dimen Emrgn
3.86K
+ 8.39%
N/A
49.8K $0
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
107
+ 1.35%
$97.29 - $105.63 $10.4K - $11.3K
8.05K $817K
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.63K
+ 2.62%
$83.97 - $92.85 $221K - $244K
103K $9.08M
Activity Summary
Buys All Purchases 32 New Holdings 1 Increased Positions 31 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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