Ishares Tr eafe min volat shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of Ishares Tr eafe min volat (EFAV) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers investment in Ishares Tr eafe min volat
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Quarterly reported holdings in Ishares Tr eafe min volat by United Capital Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.6M | 47k | 76.70 |
| 2024-06-30 | $3.3M | 48k | 69.36 |
| 2024-03-31 | $3.5M | 50k | 70.88 |
| 2023-12-31 | $3.5M | 50k | 69.34 |
| 2023-09-30 | $4.5M | 70k | 65.22 |
| 2023-06-30 | $5.5M | 82k | 67.50 |
| 2023-03-31 | $6.3M | 93k | 67.65 |
| 2022-12-31 | $6.5M | 103k | 63.59 |
| 2022-09-30 | $8.0M | 141k | 57.01 |
| 2022-06-30 | $10M | 158k | 63.31 |
| 2022-03-31 | $12M | 170k | 72.14 |
| 2021-12-31 | $15M | 189k | 76.77 |
| 2021-09-30 | $17M | 225k | 75.34 |
| 2021-06-30 | $19M | 247k | 75.54 |
| 2021-03-31 | $20M | 279k | 72.99 |
| 2020-12-31 | $24M | 330k | 73.41 |
| 2020-09-30 | $26M | 376k | 68.13 |
| 2020-06-30 | $29M | 432k | 66.06 |
| 2020-03-31 | $30M | 482k | 62.05 |
| 2019-12-31 | $38M | 508k | 74.54 |
| 2019-09-30 | $38M | 513k | 73.28 |
| 2019-06-30 | $36M | 489k | 72.64 |
| 2019-03-31 | $32M | 447k | 72.00 |
| 2018-12-31 | $29M | 431k | 66.66 |
| 2018-09-30 | $31M | 425k | 72.81 |
| 2018-06-30 | $29M | 412k | 71.14 |
| 2018-03-31 | $30M | 407k | 73.69 |
| 2017-12-31 | $29M | 398k | 72.85 |
| 2017-09-30 | $27M | 383k | 71.06 |
| 2017-06-30 | $28M | 404k | 69.24 |
| 2017-03-31 | $27M | 401k | 66.00 |
| 2016-12-31 | $25M | 412k | 61.22 |
| 2016-09-30 | $28M | 413k | 67.64 |
| 2016-06-30 | $24M | 360k | 66.00 |
| 2016-03-31 | $16M | 233k | 66.44 |
| 2015-12-31 | $9.4M | 145k | 64.87 |
| 2015-09-30 | $6.3M | 100k | 62.39 |
| 2015-06-30 | $5.8M | 89k | 65.29 |
| 2015-03-31 | $3.8M | 55k | 68.00 |
| 2014-12-31 | $938k | 15k | 61.72 |
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