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Ishares Inc ctr wld minvl shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Ishares Inc ctr wld minvl (ACWV) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in Ishares Inc ctr wld minvl

Tip: Access up to 7 years of quarterly data

All positions including Ishares Inc ctr wld minvl 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 Inc ctr wld minvl by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.9M 17k 114.53
2024-06-30 $1.8M 17k 104.64
2024-03-31 $1.8M 17k 105.27
2023-12-31 $1.8M 18k 100.35
2023-09-30 $1.8M 19k 95.42
2023-06-30 $2.0M 20k 98.06
2023-03-31 $2.7M 28k 96.75
2022-12-31 $2.4M 26k 95.02
2022-09-30 $2.6M 30k 88.58
2022-06-30 $3.1M 33k 94.51
2022-03-31 $3.4M 33k 104.82
2021-12-31 $3.7M 35k 108.27
2021-09-30 $3.9M 38k 102.72
2021-06-30 $4.1M 40k 102.85
2021-03-31 $4.1M 41k 98.66
2020-12-31 $4.6M 48k 96.91
2020-09-30 $5.0M 55k 91.92
2020-06-30 $5.2M 60k 87.58
2020-03-31 $4.8M 60k 80.33
2019-12-31 $7.8M 82k 95.83
2019-09-30 $7.4M 78k 94.76
2019-06-30 $8.2M 89k 92.12
2019-03-31 $4.2M 47k 89.49
2018-12-31 $2.9M 36k 81.26
2018-09-30 $2.5M 28k 87.86
2018-06-30 $2.4M 30k 83.05
2018-03-31 $2.6M 31k 83.83
2017-12-31 $2.6M 31k 84.33
2017-09-30 $2.6M 33k 81.38
2017-06-30 $2.9M 37k 79.09
2017-03-31 $3.1M 40k 77.12
2016-12-31 $3.3M 46k 72.60
2016-09-30 $4.0M 53k 76.19
2016-06-30 $4.0M 53k 75.99
2016-03-31 $4.8M 66k 73.48
2015-12-31 $3.7M 54k 69.28
2015-09-30 $414k 6.2k 66.99
2015-06-30 $431k 6.2k 69.74

More positions owned by United Capital Financial Advisers

Spdr S&p 500 Etf Trust Exchange Traded Fund (SPY)
Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Microsoft Corporation Common Stock (MSFT)
Berkshire Hathaway Inc. Class B Common Stock (BRK.B)
Apple Common Stock (AAPL)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Eli Lilly And Company Common Stock (LLY)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Vanguard Value Etf Exchange Traded Fund (VTV)
Crowdstrike Holdings, Inc. Class A Common Stock (CRWD)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)

View all positions for United Capital Financial Advisers

Top funds holding Ishares Inc ctr wld minvl

Sei Investments
Aspiriant
Manufacturers Life Insurance Company
BlackRock
BlackRock
Bank of America Corporation
Goodman & Company, Investment Counsel
LPL Financial
Morgan Stanley
Citadel Advisors
Envestnet Asset Management
National Bank Of Canada /fi/
Searcy Financial Services
WMS Partners
Bessemer

View all funds holding Ishares Inc ctr wld minvl