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

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

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

Tip: Access up to 7 years of quarterly data

All positions including iShares MSCI EAFE Value 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 Value Index by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $78M 1.5M 52.10
2023-09-30 $738k 15k 48.93
2023-06-30 $1.0M 21k 48.94
2023-03-31 $11M 216k 48.53
2022-12-31 $1.7M 37k 45.88
2022-09-30 $1.7M 44k 38.53
2022-06-30 $1.8M 42k 43.39
2022-03-31 $1.7M 33k 50.27
2021-12-31 $2.0M 40k 50.39
2021-09-30 $1.6M 31k 50.85
2021-06-30 $1.1M 21k 51.76
2021-03-31 $1.1M 21k 50.98
2020-12-31 $907k 19k 47.18
2020-09-30 $834k 21k 40.37
2020-06-30 $840k 21k 39.99
2020-03-31 $991k 28k 35.28
2019-12-31 $1.5M 31k 49.94
2019-09-30 $1.4M 29k 47.38
2019-06-30 $1.3M 26k 48.06
2019-03-31 $1.3M 27k 48.87
2018-12-31 $1.5M 33k 45.23
2018-09-30 $1.5M 30k 51.92
2018-06-30 $1.5M 30k 51.35
2018-03-31 $2.1M 38k 54.54
2017-12-31 $2.1M 38k 55.20
2017-09-30 $2.0M 37k 54.61
2017-06-30 $1.9M 37k 51.69
2017-03-31 $2.1M 42k 50.30
2016-12-31 $2.4M 50k 47.24
2016-09-30 $2.6M 57k 46.16
2016-06-30 $2.5M 58k 43.01
2016-03-31 $2.2M 48k 44.86
2015-12-31 $4.3M 92k 46.52
2015-09-30 $3.6M 79k 46.30
2015-06-30 $3.4M 65k 52.33
2015-03-31 $3.6M 66k 55.39
2014-12-31 $3.3M 65k 51.02
2014-09-30 $19M 355k 54.67
2014-06-30 $24M 408k 58.57
2014-03-31 $25M 438k 57.58
2013-12-31 $24M 421k 57.20
2013-09-30 $22M 403k 54.41
2013-06-30 $18M 375k 48.38
2013-03-31 $18M 351k 49.74
2012-12-31 $16M 334k 48.64
2012-09-30 $15M 322k 45.41
2012-06-30 $13M 300k 42.46
2011-12-31 $11M 268k 42.70

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 Value Index

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

View all funds holding iShares MSCI EAFE Value Index