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iShares MSCI EAFE Growth Index shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of iShares MSCI EAFE Growth Index (EFG) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in iShares MSCI EAFE Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares MSCI EAFE Growth Index held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares MSCI EAFE Growth Index by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $47M 486k 96.85
2023-09-30 $1.3M 15k 86.30
2023-06-30 $2.0M 21k 95.41
2023-03-31 $15M 162k 93.68
2022-12-31 $2.8M 33k 83.76
2022-09-30 $3.7M 51k 72.55
2022-06-30 $4.0M 50k 80.49
2022-03-31 $6.1M 63k 96.27
2021-12-31 $7.1M 65k 110.29
2021-09-30 $6.8M 64k 106.47
2021-06-30 $6.7M 62k 107.28
2021-03-31 $6.9M 69k 100.46
2020-12-31 $7.3M 72k 100.91
2020-09-30 $2.3M 26k 89.88
2020-06-30 $1.9M 23k 83.11
2020-03-31 $1.8M 27k 68.56
2019-12-31 $2.4M 28k 86.48
2019-09-30 $2.1M 26k 80.51
2019-06-30 $2.0M 25k 80.77
2019-03-31 $1.9M 25k 77.46
2018-12-31 $3.0M 43k 69.06
2018-09-30 $2.3M 29k 80.07
2018-06-30 $2.3M 29k 78.80
2018-03-31 $2.7M 34k 80.36
2017-12-31 $2.7M 34k 80.73
2017-09-30 $2.6M 34k 77.40
2017-06-30 $2.4M 33k 73.95
2017-03-31 $2.3M 34k 69.48
2016-12-31 $2.3M 37k 63.68
2016-09-30 $2.7M 40k 68.37
2016-06-30 $2.7M 42k 65.01
2016-03-31 $2.9M 43k 65.81
2015-12-31 $4.4M 65k 67.14
2015-09-30 $2.9M 45k 63.81
2015-06-30 $3.1M 44k 69.87
2015-03-31 $3.2M 44k 72.38
2014-12-31 $2.6M 39k 65.81
2014-09-30 $17M 252k 68.09
2014-06-30 $21M 289k 72.45
2014-03-31 $22M 312k 70.95
2013-12-31 $22M 303k 71.48
2013-09-30 $20M 298k 68.13
2013-06-30 $18M 289k 61.75
2013-03-31 $21M 327k 63.30
2012-12-31 $19M 321k 60.04
2012-09-30 $18M 324k 56.48
2012-06-30 $17M 319k 53.56
2011-12-31 $16M 313k 52.01

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Apple Common Stock (AAPL)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Microsoft Corp Common Stock (MSFT)
Vanguard Value Etf Exchange Traded Fund (VTV)
Ishares Core Total Usd Bond Ma Exchange Traded Fund (IUSB)
Vanguard Intermediate-term Bon Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Ishares Currency Hedged Msci E Exchange Traded Fund (HEFA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares Core Msci Emerging Mar Exchange Traded Fund (IEMG)
Spdr Nuveen Bloomberg Short Te Exchange Traded Fund (SHM)

View all positions for United Capital Financial Advisers

Top funds holding iShares MSCI EAFE Growth Index

Jpmorgan Chase & Co
Bank of America Corporation
Envestnet Portfolio Solutions
CWM
Park Avenue Securities
Advisor Group Holdings
Us Bancorp
Wells Fargo & Company
Pnc Financial Services
AE Wealth Management
Facet Wealth
Janney Montgomery Scott
UBS Group
Bank of New York Mellon
M^T Bank Corporation

View all funds holding iShares MSCI EAFE Growth Index