Question 1

How many shares of IEFA does UNITED CAPITAL FINANCIAL ADVISORS, LLC own?

Accepted Answer

As of 2026-Q2, UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 5M shares of IEFA (ISHARES TR).

Question 2

What is UNITED CAPITAL FINANCIAL ADVISORS, LLC's IEFA position worth?

Accepted Answer

As of 2026-Q2, UNITED CAPITAL FINANCIAL ADVISORS, LLC's IEFA position is worth $485.9M.

Question 3

Is UNITED CAPITAL FINANCIAL ADVISORS, LLC buying or selling IEFA?

Accepted Answer

In 2026-Q2, UNITED CAPITAL FINANCIAL ADVISORS, LLC decreased their IEFA position (-0.6% change in shares).

Question 4

When did UNITED CAPITAL FINANCIAL ADVISORS, LLC first buy IEFA?

Accepted Answer

Based on available 13F filings, UNITED CAPITAL FINANCIAL ADVISORS, LLC first reported a position in IEFA in 2019-Q1. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	5M	-0.6%	$485.9M	2.7%	$96.58	0
2026-Q1	Increased	5.1M	+1.9%	$456.8M	2.8%	$89.07	55
2025-Q4	Increased	5M	+0.6%	$444.5M	2.7%	$88.02	54
2025-Q3	Increased	4.9M	+1.4%	$431.4M	3.1%	$84.28	58
2025-Q2	Increased	4.9M	+2.6%	$406.7M	3.3%	$80.58	59
2025-Q1	Increased	4.7M	+8.9%	$359.1M	3.1%	$71.73	62
2024-Q4	Increased	4.4M	+0.9%	$306.2M	2.6%	$66.64	53
2024-Q3	Decreased	4.3M	-0.2%	$337.1M	2.8%	$72.87	0
2024-Q2	Decreased	4.3M	-1.4%	$314.5M	2.7%	$68.93	0
2024-Q1	Decreased	4.4M	-4.6%	$325.9M	2.7%	$69.20	0
2023-Q4	Decreased	4.6M	-41.1%	$323.8M	2.7%	$65.59	0
2023-Q3	Decreased	7.8M	-21.8%	$502.6M	3.3%	$59.17	0
2023-Q2	Increased	10M	+0.5%	$674.3M	3.7%	$61.07	58
2023-Q1	Decreased	9.9M	-0.4%	$664.4M	3.7%	$59.34	0
2022-Q4	Increased	10M	+2.5%	$615.3M	3.5%	$55.61	59
2022-Q3	Increased	9.7M	+2.6%	$513.1M	3.0%	$46.50	59
2022-Q2	Increased	9.5M	+3.5%	$558.8M	3.1%	$51.96	60
2022-Q1	Increased	9.2M	+4.1%	$637.7M	3.1%	$60.12	60
2021-Q4	Increased	8.8M	+4.3%	$657.7M	3.0%	$64.55	61
2021-Q3	Increased	8.4M	+3.4%	$627M	3.1%	$63.03	60
2021-Q2	Increased	8.2M	+0.9%	$611.3M	3.1%	$63.55	58
2021-Q1	Increased	8.1M	+6.3%	$583.1M	3.2%	$60.30	61
2020-Q4	Increased	7.6M	+4.0%	$526M	3.2%	$57.83	60
2020-Q3	Increased	7.3M	+16.9%	$441.4M	2.9%	$50.00	62
2020-Q2	Increased	6.3M	+1.5%	$358M	2.6%	$47.41	54
2020-Q1	Increased	6.2M	+10.2%	$300.2M	2.5%	$40.88	58
2019-Q4	Increased	5.6M	+0.0%	$365.2M	2.4%	$54.09	53
2019-Q3	Decreased	5.6M	-11.1%	$341.8M	2.4%	$50.04	0
2019-Q2	Increased	6.3M	+4.5%	$386.7M	2.5%	$50.44	56
2019-Q1	New	6M	-	$366.3M	2.6%	$48.94	80

IEFA30 quarters

IEFA
30 quarters