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

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 3.3M shares of HEFA (ISHARES TR), worth $142.3M as of 2026-Q1. The position was decreased (-5.1% shares). HEFA represents 0.9% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$142.3M

Current Shares

3.3M

Total Value Change

-$27.4M

Total Shares Change

-1.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
3.3M
-5.1%
$142.3M0.9%$43.35
0
2025-Q4
Decreased
3.5M
-8.0%
$145.8M0.9%$41.54
0
2025-Q3
Decreased
3.8M
-2.7%
$151.7M1.1%$38.37
0
2025-Q2
Decreased
3.9M
-12.6%
$149.4M1.2%$36.43
0
2025-Q1
Increased
4.5M
+5.3%
$163.4M1.4%$34.94
50
2024-Q4
Decreased
4.3M
-1.2%
$148.6M1.3%$33.10
0
2024-Q3
Decreased
4.3M
-9.3%
$153.3M1.3%$33.34
0
2024-Q2
Decreased
4.8M
-8.7%
$169.7M1.5%$32.95
0

Other major holders of HEFA: GOLDMAN SACHS GROUP INC

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