ISHARES TR

Ticker: EUSB CUSIP: 46436E619 Class: ESG ADV TTL USD

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

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

Q4 2025
Shares 31,384 Value ($000) $1,378 Avg Close — Range —
Q3 2025
Shares 31,285 Value ($000) $1,374 Avg Close — Range —
Q2 2025
Shares 42,080 Value ($000) $1,833 Avg Close — Range —
Q1 2025
Shares 37,989 Value ($000) $1,646 Avg Close — Range —
Q4 2024
Shares 36,445 Value ($000) $1,548 Avg Close — Range —
Q3 2024
Shares 47,105 Value ($000) $2,087 Avg Close — Range —
Q2 2024
Shares 47,340 Value ($000) $2,014 Avg Close — Range —
Q1 2024
Shares 46,639 Value ($000) $1,998 Avg Close — Range —
Q4 2023
Shares 39,753 Value ($000) $1,720 Avg Close — Range —
Q3 2023
Shares 8,133 Value ($000) $332 Avg Close — Range —
Q2 2023
Shares 7,811 Value ($000) $333 Avg Close — Range —
Q1 2023
Shares 21,191 Value ($000) $916 Avg Close — Range —
Q4 2022
Shares 20,228 Value ($000) $854 Avg Close — Range —
Q3 2022
Shares 15,276 Value ($000) $639 Avg Close — Range —
Q2 2022
Shares 7,246 Value ($000) $319 Avg Close — Range —
Q1 2022
Shares 4,435 Value ($000) $206 Avg Close — Range —
Q4 2021
Shares 6,695 Value ($000) $331 Avg Close — Range —