How many shares of EFG does UNITED CAPITAL FINANCIAL ADVISORS, LLC own?

As of 2026-Q2, UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 530,721 shares of EFG (ISHARES TR).

What is UNITED CAPITAL FINANCIAL ADVISORS, LLC's EFG position worth?

As of 2026-Q2, UNITED CAPITAL FINANCIAL ADVISORS, LLC's EFG position is worth $65.9M.

Is UNITED CAPITAL FINANCIAL ADVISORS, LLC buying or selling EFG?

In 2026-Q2, UNITED CAPITAL FINANCIAL ADVISORS, LLC increased their EFG position (+8.2% change in shares).

When did UNITED CAPITAL FINANCIAL ADVISORS, LLC first buy EFG?

Based on available 13F filings, UNITED CAPITAL FINANCIAL ADVISORS, LLC first reported a position in EFG in 2019-Q1. They have held the position across 30 quarters.

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UNITED CAPITAL FINANCIAL ADVISORS, LLC

EFG
30 quarters

Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in ISHARES TR

Current Value

$65.9M

Current Shares

530,721

Total Value Change

+$64M

Total Shares Change

+506,012

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	530,721	+8.2%	$65.9M	0.4%	$124.42	38
2026-Q1	Increased	490,483	+3416.0%	$54.6M	0.3%	$110.49	57
2025-Q4	Decreased	13,950	-69.1%	$1.6M	0.0%	$113.02	0
2025-Q3	Decreased	45,202	-88.8%	$5.1M	0.0%	$111.21	0
2025-Q2	Decreased	402,630	-3.1%	$45.1M	0.4%	$109.37	0
2025-Q1	Decreased	415,476	-48.0%	$41.5M	0.4%	$96.70	0
2024-Q4	Increased	799,537	+13.3%	$77.4M	0.7%	$93.64	47
2024-Q3	Decreased	705,749	-9.3%	$76M	0.6%	$103.38	0
2024-Q2	Increased	778,471	+56.6%	$79.6M	0.7%	$99.03	59
2024-Q1	Increased	497,070	+2.3%	$51.6M	0.4%	$99.63	36
2023-Q4	Increased	485,924	+3182.6%	$47.1M	0.4%	$92.96	56
2023-Q3	Decreased	14,803	-28.5%	$1.3M	0.0%	$82.27	0
2023-Q2	Decreased	20,694	-19.7%	$2M	0.0%	$90.23	0
2023-Q1	Decreased	25,761	-21.7%	$2.4M	0.0%	$87.75	0
2022-Q4	Decreased	32,917	-36.0%	$2.8M	0.0%	$79.08	0
2022-Q3	Increased	51,410	+2.5%	$3.7M	0.0%	$67.82	27
2022-Q2	Decreased	50,133	-20.4%	$4M	0.0%	$75.24	0
2022-Q1	Decreased	63,003	-2.7%	$6.1M	0.0%	$89.08	0
2021-Q4	Increased	64,731	+1.9%	$7.1M	0.0%	$102.05	28
2021-Q3	Increased	63,549	+1.8%	$6.8M	0.0%	$97.79	28
2021-Q2	Decreased	62,416	-9.0%	$6.7M	0.0%	$98.54	0
2021-Q1	Decreased	68,558	-5.2%	$6.9M	0.0%	$91.52	0
2020-Q4	Increased	72,312	+183.7%	$7.3M	0.0%	$91.93	44
2020-Q3	Increased	25,489	+9.4%	$2.3M	0.0%	$81.58	29
2020-Q2	Decreased	23,307	-12.5%	$1.9M	0.0%	$75.44	0
2020-Q1	Decreased	26,632	-4.8%	$1.8M	0.0%	$64.15	0
2019-Q4	Increased	27,983	+8.9%	$2.4M	0.0%	$78.27	28
2019-Q3	Increased	25,698	+1.6%	$2.1M	0.0%	$72.63	26
2019-Q2	Increased	25,294	+2.4%	$2M	0.0%	$73.02	27
2019-Q1	New	24,709	-	$1.9M	0.0%	$69.17	36

Other major holders of EFG: Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC

EFG30 quarters

EFG
30 quarters