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IEFA
Showing 8 of 29 quarters

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

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 5.1M shares of IEFA (ISHARES TR), worth $456.8M as of 2026-Q1. The position was increased (+1.9% shares). IEFA represents 2.8% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$456.8M

Current Shares

5.1M

Total Value Change

+$142.3M

Total Shares Change

+733,047

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
5.1M
+1.9%
$456.8M2.8%$93.48
55
2025-Q4
Increased
5M
+0.6%
$444.5M2.7%$89.87
54
2025-Q3
Increased
4.9M
+1.4%
$431.4M3.1%$85.26
58
2025-Q2
Increased
4.9M
+2.6%
$406.7M3.3%$81.73
59
2025-Q1
Increased
4.7M
+8.9%
$359.1M3.1%$73.63
62
2024-Q4
Increased
4.4M
+0.9%
$306.2M2.6%$67.77
53
2024-Q3
Decreased
4.3M
-0.2%
$337.1M2.8%$74.25
0
2024-Q2
Decreased
4.3M
-1.4%
$314.5M2.7%$68.93
0

Other major holders of IEFA: BANK OF AMERICA CORP /DE/

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