ISHARES TR

Ticker: IEFA CUSIP: 46432F842 Class: CORE MSCI EAFE

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

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

Q4 2025
Shares 4,968,670 Value ($000) $444,497 Avg Close — Range —
Q3 2025
Shares 4,940,967 Value ($000) $431,396 Avg Close — Range —
Q2 2025
Shares 4,871,864 Value ($000) $406,703 Avg Close — Range —
Q1 2025
Shares 4,747,245 Value ($000) $359,129 Avg Close — Range —
Q4 2024
Shares 4,357,174 Value ($000) $306,222 Avg Close — Range —
Q3 2024
Shares 4,319,447 Value ($000) $337,133 Avg Close — Range —
Q2 2024
Shares 4,329,031 Value ($000) $314,461 Avg Close — Range —
Q1 2024
Shares 4,390,995 Value ($000) $325,900 Avg Close — Range —
Q4 2023
Shares 4,603,168 Value ($000) $323,833 Avg Close — Range —
Q3 2023
Shares 7,809,690 Value ($000) $502,554 Avg Close — Range —
Q2 2023
Shares 9,989,110 Value ($000) $674,265 Avg Close — Range —
Q1 2023
Shares 9,939,301 Value ($000) $664,442 Avg Close — Range —
Q4 2022
Shares 9,982,328 Value ($000) $615,311 Avg Close — Range —
Q3 2022
Shares 9,741,124 Value ($000) $513,065 Avg Close — Range —
Q2 2022
Shares 9,495,471 Value ($000) $558,808 Avg Close — Range —
Q1 2022
Shares 9,174,377 Value ($000) $637,711 Avg Close — Range —
Q4 2021
Shares 8,811,213 Value ($000) $657,669 Avg Close — Range —
Q3 2021
Shares 8,444,005 Value ($000) $626,967 Avg Close — Range —
Q2 2021
Shares 8,166,522 Value ($000) $611,346 Avg Close — Range —
Q1 2021
Shares 8,093,552 Value ($000) $583,140 Avg Close — Range —
Q4 2020
Shares 7,613,886 Value ($000) $526,043 Avg Close — Range —
Q3 2020
Shares 7,321,917 Value ($000) $441,365 Avg Close — Range —
Q2 2020
Shares 6,262,654 Value ($000) $357,973 Avg Close — Range —
Q1 2020
Shares 6,168,305 Value ($000) $300,211 Avg Close — Range —
Q4 2019
Shares 5,597,693 Value ($000) $365,193 Avg Close — Range —
Q3 2019
Shares 5,596,961 Value ($000) $341,806 Avg Close — Range —
Q2 2019
Shares 6,297,512 Value ($000) $386,667 Avg Close — Range —
Q1 2019
Shares 6,028,173 Value ($000) $366,332 Avg Close — Range —
Q4 2018
Shares 5,355,006 Value ($000) $294,525 Avg Close — Range —
Q3 2018
Shares 5,204,585 Value ($000) $333,510 Avg Close — Range —
Q2 2018
Shares 5,191,983 Value ($000) $329,016 Avg Close — Range —
Q1 2018
Shares 5,072,363 Value ($000) $334,167 Avg Close — Range —
Q3 2017
Shares 4,886,479 Value ($000) $313,565 Avg Close — Range —
Q2 2017
Shares 4,779,343 Value ($000) $291,014 Avg Close — Range —
Q1 2017
Shares 4,536,698 Value ($000) $262,902 Avg Close — Range —
Q4 2016
Shares 4,273,224 Value ($000) $229,173 Avg Close — Range —
Q2 2016
Shares 4,039,200 Value ($000) $210,038 Avg Close — Range —
Q1 2016
Shares 3,801,990 Value ($000) $202,038 Avg Close — Range —
Q4 2015
Shares 2,543,244 Value ($000) $138,302 Avg Close — Range —
Q3 2015
Shares 2,398,668 Value ($000) $126,674 Avg Close — Range —
Q2 2015
Shares 2,412,456 Value ($000) $140,646 Avg Close — Range —
Q1 2015
Shares 2,429,144 Value ($000) $147,364 Avg Close — Range —
Q2 2014
Shares 1,148,971 Value ($000) $71,477 Avg Close — Range —
Q1 2014
Shares 925,930 Value ($000) $56,547 Avg Close — Range —
Q4 2013
Shares 5,500 Value ($000) $334 Avg Close — Range —
Q3 2013
Shares 634,348 Value ($000) $36,564 Avg Close — Range —
Q2 2013
Shares 531,848 Value ($000) $27,369 Avg Close — Range —