Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in ISHARES TR
UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 5M shares of IEFA (ISHARES TR), worth $444.5M as of 2025-Q4. The position was increased (++0.6% shares). IEFA represents 2.7% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.
Current Value
$444.5M
Current Shares
5M
Total Value Change
+$130M
Total Shares Change
+639,639
Other major holders of IEFA: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Kestra Advisory Services, LLC
Increased |
| 5M |
+0.6% |
| $444.5M |
| 2.7% |
| $89.87 |
54 |
| 2025-Q3 | Increased | 4.9M | +1.4% | $431.4M | 3.1% | $85.26 | 58 |
| 2025-Q2 | Increased | 4.9M | +2.6% | $406.7M | 3.3% | $81.73 | 59 |
| 2025-Q1 | Increased | 4.7M | +8.9% | $359.1M | 3.1% | $73.63 | 62 |
| 2024-Q4 | Increased | 4.4M | +0.9% | $306.2M | 2.6% | $67.77 | 53 |
| 2024-Q3 | Decreased | 4.3M | -0.2% | $337.1M | 2.8% | $74.25 | 0 |
| 2024-Q2 | Decreased | 4.3M | -1.4% | $314.5M | 2.7% | $68.93 | 0 |