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Ishares Core Msci Eafe Etf core msci eafe shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Ishares Core Msci Eafe Etf core msci eafe (IEFA) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in Ishares Core Msci Eafe Etf core msci eafe

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All positions including Ishares Core Msci Eafe Etf core 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 Core Msci Eafe Etf core msci eafe by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-12-31 $306M 4.4M 70.28
2024-09-30 $337M 4.3M 78.05
2024-06-30 $315M 4.3M 72.64
2024-03-31 $326M 4.4M 74.22
2023-12-31 $324M 4.6M 70.35
2023-09-30 $503M 7.8M 64.35
2023-06-30 $674M 10M 67.50
2023-03-31 $664M 9.9M 66.85
2022-12-31 $615M 10M 61.64
2022-09-30 $513M 9.7M 52.67
2022-06-30 $559M 9.5M 58.85
2022-03-31 $638M 9.2M 69.51
2021-12-31 $658M 8.8M 74.64
2021-09-30 $627M 8.4M 74.25
2021-06-30 $611M 8.2M 74.86
2021-03-31 $583M 8.1M 72.05
2020-12-31 $526M 7.6M 69.09
2020-09-30 $441M 7.3M 60.28
2020-06-30 $358M 6.3M 57.16
2020-03-31 $300M 6.2M 48.67
2019-12-31 $365M 5.6M 65.24
2019-09-30 $342M 5.6M 61.07
2019-06-30 $387M 6.3M 61.40
2019-03-31 $366M 6.0M 60.77
2018-12-31 $295M 5.4M 55.00
2018-09-30 $334M 5.2M 64.08
2018-06-30 $329M 5.2M 63.37
2018-03-31 $334M 5.1M 65.88
2017-12-31 $323M 4.9M 66.00
2017-09-30 $314M 4.9M 64.17
2017-06-30 $291M 4.8M 60.89
2017-03-31 $263M 4.5M 57.95
2016-12-31 $229M 4.3M 53.63
2016-09-30 $227M 4.1M 55.14
2016-06-30 $210M 4.0M 52.00
2016-03-31 $202M 3.8M 53.14
2015-12-31 $138M 2.5M 54.38
2015-09-30 $127M 2.4M 52.81
2015-06-30 $141M 2.4M 58.30
2015-03-31 $147M 2.4M 60.66
2014-12-31 $97M 1.8M 55.32
2014-09-30 $79M 1.4M 58.24
2014-06-30 $72M 1.1M 62.21
2014-03-31 $57M 926k 61.07
2013-12-31 $334k 5.5k 60.73
2013-09-30 $37M 634k 57.64
2013-06-30 $27M 532k 51.46

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 Corporation Common Stock (MSFT)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Nvidia Corporation Common Stock (NVDA)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Ishares Currency Hedged Msci Eafe Etf Exchange Traded Fund (HEFA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares S&p 500 Growth Etf Exchange Traded Fund (IVW)

View all positions for United Capital Financial Advisers

Top funds holding Ishares Core Msci Eafe Etf core msci eafe

Bank of America Corporation
Morgan Stanley
Jones Financial Companies, L.L
Wells Fargo & Company
Tiaa Trust, National Association
LPL Financial
Envestnet Asset Management
Raymond James Financial
Us Bancorp
Northwestern Mutual Wealth Management Company
Bank of New York Mellon
Raymond James & Associates
BlackRock
Goldman Sachs Group
UBS Group

View all funds holding Ishares Core Msci Eafe Etf core msci eafe