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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
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 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 Core Msci Eafe Etf core msci eafe

Bank of America Corporation
Tiaa Trust, National Association
Wells Fargo & Company
Goldman Sachs Group
Us Bancorp
Raymond James & Associates
UBS Group
Bank of New York Mellon
Jpmorgan Chase & Co
M^T Bank Corporation
Pnc Financial Services
Envestnet Portfolio Solutions
Betterment
Stifel Financial
State of New Jersey Common Pension Fund D

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