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Ishares Tr hdg msci eafe shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Ishares Tr hdg msci eafe (HEFA) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in Ishares Tr hdg msci eafe

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr hdg msci eafe 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 Tr hdg msci eafe by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-09-30 $153M 4.3M 35.42
2024-06-30 $170M 4.8M 35.56
2024-03-31 $182M 5.2M 34.88
2023-12-31 $147M 4.7M 31.51
2023-09-30 $272M 9.0M 30.10
2023-06-30 $326M 11M 31.00
2023-03-31 $296M 10M 29.47
2022-12-31 $242M 9.0M 27.00
2022-09-30 $258M 8.6M 29.89
2022-06-30 $271M 8.5M 31.82
2022-03-31 $270M 7.9M 33.94
2021-12-31 $254M 7.2M 35.33
2021-09-30 $220M 6.4M 34.39
2021-06-30 $199M 5.7M 34.64
2021-03-31 $161M 4.9M 32.97
2020-12-31 $118M 3.9M 30.47
2020-09-30 $82M 3.0M 27.54
2020-06-30 $24M 860k 27.60
2020-03-31 $20M 836k 24.21
2019-12-31 $12M 381k 30.51
2019-09-30 $4.2M 141k 29.94
2019-06-30 $346k 12k 29.83
2019-03-31 $373k 13k 28.84
2018-12-31 $475k 18k 25.79
2018-09-30 $383k 13k 29.95
2018-06-30 $374k 13k 29.63
2018-03-31 $363k 13k 28.76
2017-12-31 $496k 17k 29.66
2017-09-30 $485k 17k 28.97
2017-06-30 $506k 18k 28.41
2017-03-31 $492k 18k 27.50
2016-12-31 $553k 21k 26.11
2016-09-30 $547k 22k 24.80
2016-06-30 $547k 23k 23.98
2016-03-31 $543k 23k 23.88
2015-12-31 $771k 30k 25.39
2015-09-30 $517k 21k 24.60
2015-06-30 $9.0M 329k 27.31

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 Tr hdg msci eafe

Goldman Sachs Group
Envestnet Asset Management
Jpmorgan Chase & Co
Partners Capital Investment Group
Coldstream Capital Management
United Capital Financial Advisers
Morgan Stanley
Quotient Wealth Partners
Bank of America Corporation
LPL Financial
First Interstate Bank
Wells Fargo & Company
Bank of New York Mellon
Tiaa Trust, National Association
Prime Capital Investment Advisors

View all funds holding Ishares Tr hdg msci eafe