ISHARES TR

Ticker: EFAV CUSIP: 46429B689 Class: ETF

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

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

Q4 2025
Shares 41,161 Value ($000) $3,550 Avg Close Range
Q3 2025
Shares 42,802 Value ($000) $3,631 Avg Close Range
Q2 2025
Shares 44,349 Value ($000) $3,728 Avg Close Range
Q1 2025
Shares 45,597 Value ($000) $3,553 Avg Close Range
Q4 2024
Shares 46,434 Value ($000) $3,283 Avg Close Range
Q3 2024
Shares 46,828 Value ($000) $3,592 Avg Close Range
Q2 2024
Shares 47,761 Value ($000) $3,313 Avg Close Range
Q1 2024
Shares 49,598 Value ($000) $3,516 Avg Close Range
Q4 2023
Shares 50,132 Value ($000) $3,476 Avg Close Range
Q3 2023
Shares 69,455 Value ($000) $4,530 Avg Close Range
Q2 2023
Shares 82,003 Value ($000) $5,535 Avg Close Range
Q1 2023
Shares 92,283 Value ($000) $6,243 Avg Close Range
Q4 2022
Shares 102,987 Value ($000) $6,549 Avg Close Range
Q3 2022
Shares 140,616 Value ($000) $8,017 Avg Close Range
Q2 2022
Shares 157,455 Value ($000) $9,968 Avg Close Range
Q1 2022
Shares 170,161 Value ($000) $12,275 Avg Close Range
Q4 2021
Shares 188,889 Value ($000) $14,501 Avg Close Range
Q3 2021
Shares 224,973 Value ($000) $16,949 Avg Close Range
Q2 2021
Shares 246,904 Value ($000) $18,651 Avg Close Range
Q1 2021
Shares 279,321 Value ($000) $20,388 Avg Close Range
Q4 2020
Shares 329,609 Value ($000) $24,197 Avg Close Range
Q3 2020
Shares 375,572 Value ($000) $25,588 Avg Close Range
Q2 2020
Shares 431,836 Value ($000) $28,527 Avg Close Range
Q1 2020
Shares 482,329 Value ($000) $29,928 Avg Close Range
Q4 2019
Shares 508,046 Value ($000) $37,870 Avg Close Range
Q3 2019
Shares 512,736 Value ($000) $37,573 Avg Close Range
Q2 2019
Shares 489,331 Value ($000) $35,545 Avg Close Range
Q1 2019
Shares 447,311 Value ($000) $32,206 Avg Close Range
Q4 2018
Shares 431,420 Value ($000) $28,758 Avg Close Range
Q3 2018
Shares 424,898 Value ($000) $30,937 Avg Close Range
Q2 2018
Shares 411,713 Value ($000) $29,289 Avg Close Range
Q1 2018
Shares 407,331 Value ($000) $30,016 Avg Close Range
Q3 2017
Shares 383,025 Value ($000) $27,218 Avg Close Range
Q2 2017
Shares 404,205 Value ($000) $27,987 Avg Close Range
Q1 2017
Shares 401,267 Value ($000) $26,484 Avg Close Range
Q4 2016
Shares 411,788 Value ($000) $25,210 Avg Close Range
Q2 2016
Shares 359,653 Value ($000) $23,737 Avg Close Range
Q1 2016
Shares 232,611 Value ($000) $15,455 Avg Close Range
Q4 2015
Shares 144,913 Value ($000) $9,401 Avg Close Range
Q3 2015
Shares 100,355 Value ($000) $6,261 Avg Close Range
Q2 2015
Shares 88,632 Value ($000) $5,787 Avg Close Range
Q1 2015
Shares 55,383 Value ($000) $3,766 Avg Close Range
Q4 2014
Shares 15,197 Value ($000) $938 Avg Close Range