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EFV
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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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
1.1M
-3.1%
$84.4M0.5%$75.72
0
2025-Q4
Decreased
1.2M
-13.5%
$83.8M0.5%$71.68
0
2025-Q3
Decreased
1.4M
-16.6%
$92M0.7%$66.07
0
2025-Q2
Increased
1.6M
+44.6%
$103.3M0.8%$62.08
57
2025-Q1
Decreased
1.1M
-23.2%
$66.3M0.6%$56.91
0
2024-Q4
Increased
1.5M
+3.9%
$76.9M0.6%$50.13
44
2024-Q3
Increased
1.4M
+148.0%
$81.2M0.7%$54.42
68
2024-Q2
Decreased
568,901
-41.1%
$30.2M0.3%$49.90
0

Other major holders of EFV: ENVESTNET ASSET MANAGEMENT INC

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