ISHARES TR

Ticker: EAGG CUSIP: 46435U549 Class: ESG AWR US AGRGT

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

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

Q4 2025
Shares 68,933 Value ($000) $3,298 Avg Close — Range —
Q3 2025
Shares 66,635 Value ($000) $3,200 Avg Close — Range —
Q2 2025
Shares 68,635 Value ($000) $3,263 Avg Close — Range —
Q1 2025
Shares 66,277 Value ($000) $3,147 Avg Close — Range —
Q4 2024
Shares 48,499 Value ($000) $2,252 Avg Close — Range —
Q3 2024
Shares 44,730 Value ($000) $2,173 Avg Close — Range —
Q2 2024
Shares 45,827 Value ($000) $2,136 Avg Close — Range —
Q1 2024
Shares 39,874 Value ($000) $1,876 Avg Close — Range —
Q4 2023
Shares 45,653 Value ($000) $2,179 Avg Close — Range —
Q2 2022
Shares 4,369 Value ($000) $214 Avg Close — Range —
Q2 2019
Shares 10,457 Value ($000) $558 Avg Close — Range —