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iShares MSCI EAFE Index Fund shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of iShares MSCI EAFE Index Fund (EFA) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in iShares MSCI EAFE Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares MSCI EAFE Index Fund held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares MSCI EAFE Index Fund by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.7M 83k 79.86
2023-12-31 $7.0M 92k 75.35
2023-09-30 $8.0M 116k 68.92
2023-06-30 $11M 148k 72.50
2023-03-31 $11M 151k 71.52
2022-12-31 $11M 165k 65.64
2022-09-30 $12M 211k 56.01
2022-06-30 $13M 203k 62.49
2022-03-31 $15M 200k 73.60
2021-12-31 $16M 209k 78.68
2021-09-30 $15M 189k 78.01
2021-06-30 $15M 188k 78.88
2021-03-31 $14M 179k 75.87
2020-12-31 $14M 190k 72.96
2020-09-30 $11M 179k 63.65
2020-06-30 $12M 188k 60.87
2020-03-31 $11M 220k 52.08
2019-12-31 $42M 603k 69.44
2019-09-30 $43M 659k 65.21
2019-06-30 $27M 414k 65.73
2019-03-31 $15M 238k 64.86
2018-12-31 $19M 331k 58.78
2018-09-30 $14M 200k 67.99
2018-06-30 $14M 208k 66.97
2018-03-31 $51M 737k 69.68
2017-12-31 $47M 674k 70.26
2017-09-30 $43M 628k 68.48
2017-06-30 $34M 528k 65.20
2017-03-31 $13M 213k 62.29
2016-12-31 $13M 218k 57.73
2016-09-30 $53M 888k 59.13
2016-06-30 $11M 203k 56.00
2016-03-31 $12M 214k 57.16
2015-12-31 $39M 656k 58.72
2015-09-30 $16M 285k 57.32
2015-06-30 $82M 1.3M 63.49
2015-03-31 $53M 794k 66.51
2014-12-31 $51M 839k 60.84
2014-09-30 $66M 1.0M 64.12
2014-06-30 $89M 1.3M 68.37
2014-03-31 $56M 826k 67.20
2013-12-31 $56M 831k 67.09
2013-09-30 $46M 720k 63.80
2013-06-30 $41M 707k 57.30
2013-03-31 $64M 1.1M 58.98
2012-12-31 $55M 961k 56.86
2012-09-30 $89M 1.7M 53.00
2012-06-30 $61M 1.2M 49.96
2011-12-31 $36M 736k 49.53
2011-09-30 $9.1M 191k 47.78
2011-03-31 $39M 642k 60.08
2010-12-31 $28M 480k 58.22

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Apple Common Stock (AAPL)
Microsoft Corporation Common Stock (MSFT)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares Currency Hedged Msci Eafe Etf Exchange Traded Fund (HEFA)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Nvidia Corporation Common Stock (NVDA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares Core S&p Small Cap Etf Exchange Traded Fund (IJR)

View all positions for United Capital Financial Advisers

Top funds holding iShares MSCI EAFE Index Fund

BlackRock
Goldman Sachs Group
Bank of America Corporation
Susquehanna International
Morgan Stanley
Jpmorgan Chase & Co
Squarepoint Ops
Wells Fargo & Company
Northern Trust
UBS Group
Citigroup
Citadel Advisors
Jane Street
FMR
Pnc Financial Services

View all funds holding iShares MSCI EAFE Index Fund