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

Yes. United Capital Financial Advisors holds 3,126,452 shares of HEFA, worth $146.7M, as of its Q2 2026 13F filing. It reduced the position by 217,965 shares (-6.5%) from Q1 2026. United Capital Financial Advisors has held HEFA in every 13F on record since Q1 2019, 30 quarterly filings. HEFA is 0.8% of United Capital Financial Advisors' reported 13F portfolio.

Current Value

$146.7M

Current Shares

3.1M

Total Value Change

-$6.6M

Total Shares Change

-1.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
3.1M
-6.5%
$146.7M0.8%$46.24
0
2026-Q1
Decreased
3.3M
-5.1%
$142.3M0.9%$41.87
0
2025-Q4
Decreased
3.5M
-8.0%
$145.8M0.9%$40.75
0
2025-Q3
Decreased
3.8M
-2.7%
$151.7M1.1%$37.92
0
2025-Q2
Decreased
3.9M
-12.6%
$149.4M1.2%$35.73
0
2025-Q1
Increased
4.5M
+5.3%
$163.4M1.4%$34.16
50
2024-Q4
Decreased
4.3M
-1.2%
$148.6M1.3%$32.71
0
2024-Q3
Decreased
4.3M
-9.3%
$153.3M1.3%$32.89
0

Other major holders of HEFA: GOLDMAN SACHS GROUP INC

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