ISHARES TR

Ticker: EFG CUSIP: 464288885 Class: EAFE GRWTH ETF

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 13,950 Value ($000) $1,589 Avg Close Range
Q3 2025
Shares 45,202 Value ($000) $5,148 Avg Close Range
Q2 2025
Shares 402,630 Value ($000) $45,095 Avg Close Range
Q1 2025
Shares 415,476 Value ($000) $41,548 Avg Close Range
Q4 2024
Shares 799,537 Value ($000) $77,419 Avg Close Range
Q3 2024
Shares 705,749 Value ($000) $75,974 Avg Close Range
Q2 2024
Shares 778,471 Value ($000) $79,638 Avg Close Range
Q1 2024
Shares 497,070 Value ($000) $51,591 Avg Close Range
Q4 2023
Shares 485,924 Value ($000) $47,062 Avg Close Range
Q3 2023
Shares 14,803 Value ($000) $1,278 Avg Close Range
Q2 2023
Shares 20,694 Value ($000) $1,974 Avg Close Range
Q1 2023
Shares 25,761 Value ($000) $2,413 Avg Close Range
Q4 2022
Shares 32,917 Value ($000) $2,757 Avg Close Range
Q3 2022
Shares 51,410 Value ($000) $3,730 Avg Close Range
Q2 2022
Shares 50,133 Value ($000) $4,035 Avg Close Range
Q1 2022
Shares 63,003 Value ($000) $6,065 Avg Close Range
Q4 2021
Shares 64,731 Value ($000) $7,139 Avg Close Range
Q3 2021
Shares 63,549 Value ($000) $6,766 Avg Close Range
Q2 2021
Shares 62,416 Value ($000) $6,696 Avg Close Range
Q1 2021
Shares 68,558 Value ($000) $6,887 Avg Close Range
Q4 2020
Shares 72,312 Value ($000) $7,297 Avg Close Range
Q3 2020
Shares 25,489 Value ($000) $2,291 Avg Close Range
Q2 2020
Shares 23,307 Value ($000) $1,937 Avg Close Range
Q1 2020
Shares 26,632 Value ($000) $1,826 Avg Close Range
Q4 2019
Shares 27,983 Value ($000) $2,420 Avg Close Range
Q3 2019
Shares 25,698 Value ($000) $2,069 Avg Close Range
Q2 2019
Shares 25,294 Value ($000) $2,043 Avg Close Range
Q1 2019
Shares 24,709 Value ($000) $1,914 Avg Close Range
Q4 2018
Shares 43,221 Value ($000) $2,985 Avg Close Range
Q3 2018
Shares 29,101 Value ($000) $2,330 Avg Close Range
Q2 2018
Shares 29,061 Value ($000) $2,290 Avg Close Range
Q1 2018
Shares 33,722 Value ($000) $2,710 Avg Close Range
Q4 2017
Shares 33,717 Value ($000) $2,722 Avg Close Range
Q3 2017
Shares 33,655 Value ($000) $2,605 Avg Close Range
Q2 2017
Shares 32,696 Value ($000) $2,418 Avg Close Range
Q1 2017
Shares 33,520 Value ($000) $2,329 Avg Close Range
Q4 2016
Shares 36,461 Value ($000) $2,322 Avg Close Range
Q3 2016
Shares 40,134 Value ($000) $2,744 Avg Close Range
Q2 2016
Shares 41,700 Value ($000) $2,711 Avg Close Range
Q1 2016
Shares 43,444 Value ($000) $2,859 Avg Close Range
Q4 2015
Shares 65,132 Value ($000) $4,373 Avg Close Range
Q3 2015
Shares 45,115 Value ($000) $2,879 Avg Close Range
Q2 2015
Shares 43,865 Value ($000) $3,065 Avg Close Range
Q1 2015
Shares 43,877 Value ($000) $3,176 Avg Close Range
Q4 2014
Shares 39,449 Value ($000) $2,596 Avg Close Range
Q3 2014
Shares 251,661 Value ($000) $17,136 Avg Close Range
Q2 2014
Shares 289,176 Value ($000) $20,951 Avg Close Range
Q1 2014
Shares 311,784 Value ($000) $22,121 Avg Close Range
Q4 2013
Shares 302,658 Value ($000) $21,634 Avg Close Range
Q3 2013
Shares 298,100 Value ($000) $20,310 Avg Close Range
Q2 2013
Shares 289,434 Value ($000) $17,873 Avg Close Range