ISHARES TR

Ticker: IDEV CUSIP: 46435G326 Class: CORE MSCI INTL

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

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

Q4 2025
Shares 39,807 Value ($000) $3,283 Avg Close — Range —
Q3 2025
Shares 40,404 Value ($000) $3,239 Avg Close — Range —
Q2 2025
Shares 40,340 Value ($000) $3,067 Avg Close — Range —
Q1 2025
Shares 40,879 Value ($000) $2,816 Avg Close — Range —
Q4 2024
Shares 40,779 Value ($000) $2,629 Avg Close — Range —
Q3 2024
Shares 33,708 Value ($000) $2,388 Avg Close — Range —
Q2 2024
Shares 32,685 Value ($000) $2,145 Avg Close — Range —
Q1 2024
Shares 33,159 Value ($000) $2,226 Avg Close — Range —
Q4 2023
Shares 39,279 Value ($000) $2,501 Avg Close — Range —
Q3 2023
Shares 102,082 Value ($000) $5,949 Avg Close — Range —
Q2 2023
Shares 77,866 Value ($000) $4,759 Avg Close — Range —
Q1 2023
Shares 42,189 Value ($000) $2,551 Avg Close — Range —
Q4 2022
Shares 26,995 Value ($000) $1,511 Avg Close — Range —
Q3 2022
Shares 33,073 Value ($000) $1,598 Avg Close — Range —
Q2 2022
Shares 38,563 Value ($000) $2,072 Avg Close — Range —
Q1 2022
Shares 44,323 Value ($000) $2,820 Avg Close — Range —
Q4 2021
Shares 40,617 Value ($000) $2,744 Avg Close — Range —
Q3 2021
Shares 41,929 Value ($000) $2,802 Avg Close — Range —
Q2 2021
Shares 45,021 Value ($000) $3,037 Avg Close — Range —
Q1 2021
Shares 46,970 Value ($000) $3,034 Avg Close — Range —
Q4 2020
Shares 67,291 Value ($000) $4,147 Avg Close — Range —
Q3 2020
Shares 59,674 Value ($000) $3,220 Avg Close — Range —
Q2 2020
Shares 75,298 Value ($000) $3,848 Avg Close — Range —
Q1 2020
Shares 81,363 Value ($000) $3,605 Avg Close — Range —
Q4 2019
Shares 117,004 Value ($000) $6,806 Avg Close — Range —
Q3 2019
Shares 131,964 Value ($000) $7,208 Avg Close — Range —
Q2 2019
Shares 144,464 Value ($000) $7,918 Avg Close — Range —