ISHARES TR

Ticker: USMV CUSIP: 46429B697 Class: MSCI USA MIN VOL

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

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

Q4 2025
Shares 193,885 Value ($000) $18,256 Avg Close Range
Q3 2025
Shares 144,813 Value ($000) $13,777 Avg Close Range
Q2 2025
Shares 147,099 Value ($000) $13,808 Avg Close Range
Q1 2025
Shares 145,243 Value ($000) $13,603 Avg Close Range
Q4 2024
Shares 151,611 Value ($000) $13,462 Avg Close Range
Q3 2024
Shares 155,740 Value ($000) $14,221 Avg Close Range
Q2 2024
Shares 159,278 Value ($000) $13,373 Avg Close Range
Q1 2024
Shares 163,136 Value ($000) $13,635 Avg Close Range
Q4 2023
Shares 251,629 Value ($000) $19,635 Avg Close Range
Q3 2023
Shares 219,433 Value ($000) $15,883 Avg Close Range
Q2 2023
Shares 245,755 Value ($000) $18,267 Avg Close Range
Q1 2023
Shares 268,313 Value ($000) $19,517 Avg Close Range
Q4 2022
Shares 292,780 Value ($000) $21,109 Avg Close Range
Q3 2022
Shares 353,946 Value ($000) $23,396 Avg Close Range
Q2 2022
Shares 392,177 Value ($000) $27,535 Avg Close Range
Q1 2022
Shares 417,976 Value ($000) $32,422 Avg Close Range
Q4 2021
Shares 445,359 Value ($000) $36,030 Avg Close Range
Q3 2021
Shares 509,544 Value ($000) $37,452 Avg Close Range
Q2 2021
Shares 552,844 Value ($000) $40,695 Avg Close Range
Q1 2021
Shares 597,832 Value ($000) $41,364 Avg Close Range
Q4 2020
Shares 684,339 Value ($000) $46,453 Avg Close Range
Q3 2020
Shares 783,632 Value ($000) $49,941 Avg Close Range
Q2 2020
Shares 899,633 Value ($000) $54,545 Avg Close Range
Q1 2020
Shares 1,010,640 Value ($000) $54,585 Avg Close Range
Q4 2019
Shares 1,070,498 Value ($000) $70,225 Avg Close Range
Q3 2019
Shares 1,089,386 Value ($000) $69,830 Avg Close Range
Q2 2019
Shares 1,420,571 Value ($000) $87,692 Avg Close Range
Q1 2019
Shares 1,291,356 Value ($000) $75,932 Avg Close Range
Q4 2018
Shares 1,153,212 Value ($000) $60,428 Avg Close Range
Q3 2018
Shares 1,110,051 Value ($000) $63,317 Avg Close Range
Q2 2018
Shares 1,008,737 Value ($000) $53,624 Avg Close Range
Q1 2018
Shares 1,002,954 Value ($000) $52,083 Avg Close Range
Q4 2017
Shares 1,001,146 Value ($000) $52,840 Avg Close Range
Q3 2017
Shares 977,241 Value ($000) $49,194 Avg Close Range
Q2 2017
Shares 1,050,854 Value ($000) $51,418 Avg Close Range
Q1 2017
Shares 1,043,635 Value ($000) $49,802 Avg Close Range
Q4 2016
Shares 1,135,225 Value ($000) $51,335 Avg Close Range
Q3 2016
Shares 1,175,376 Value ($000) $53,397 Avg Close Range
Q2 2016
Shares 1,060,035 Value ($000) $48,762 Avg Close Range
Q1 2016
Shares 776,438 Value ($000) $34,109 Avg Close Range
Q4 2015
Shares 555,189 Value ($000) $23,218 Avg Close Range
Q3 2015
Shares 235,363 Value ($000) $9,318 Avg Close Range
Q2 2015
Shares 189,767 Value ($000) $7,651 Avg Close Range
Q1 2015
Shares 103,501 Value ($000) $4,246 Avg Close Range
Q4 2014
Shares 54,491 Value ($000) $2,206 Avg Close Range
Q3 2014
Shares 6,917 Value ($000) $261 Avg Close Range