Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in ISHARES TR
UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 1.1M shares of EFV (ISHARES TR), worth $84.4M as of 2026-Q1. The position was decreased (-3.1% shares). EFV represents 0.5% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.
Current Value
$84.4M
Current Shares
1.1M
Total Value Change
+$54.2M
Total Shares Change
+568,288
Other major holders of EFV: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC
Decreased |
| 1.1M |
-3.1% |
| $84.4M |
| 0.5% |
| $75.72 |
0 |
| 2025-Q4 | Decreased | 1.2M | -13.5% | $83.8M | 0.5% | $71.68 | 0 |
| 2025-Q3 | Decreased | 1.4M | -16.6% | $92M | 0.7% | $66.07 | 0 |
| 2025-Q2 | Increased | 1.6M | +44.6% | $103.3M | 0.8% | $62.08 | 57 |
| 2025-Q1 | Decreased | 1.1M | -23.2% | $66.3M | 0.6% | $56.91 | 0 |
| 2024-Q4 | Increased | 1.5M | +3.9% | $76.9M | 0.6% | $50.13 | 44 |
| 2024-Q3 | Increased | 1.4M | +148.0% | $81.2M | 0.7% | $54.42 | 68 |
| 2024-Q2 | Decreased | 568,901 | -41.1% | $30.2M | 0.3% | $49.90 | 0 |