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UNITED CAPITAL FINANCIAL ADVISERS, LLC > IEFA

DateNameTickerSharesChangeValueChangePrice
06/30/2023iSHARES TRUSTIEFA9,989,1106,782674,264,953,00058,954,283,000$67,500.00
12/31/2022iSHARES TRUSTIEFA9,982,328241,204615,310,670,000614,797,605,000$61,640.00
09/30/2022iSHARES TRUSTIEFA9,741,124245,653513,065,000-45,743,000$52.67
06/30/2022iSHARES TRUSTIEFA9,495,471321,094558,808,000-78,903,000$58.85
03/31/2022iSHARES TRUSTIEFA9,174,377363,164637,711,000-19,958,000$69.51
12/31/2021iSHARES TRUSTIEFA8,811,213644,691657,669,00046,323,000$74.64
06/30/2021iSHARES TRUSTIEFA8,166,52272,970611,346,00028,206,000$74.86
03/31/2021iSHARES TRUSTIEFA8,093,552479,666583,140,00057,097,000$72.05
12/31/2020iSHARES TRUSTIEFA7,613,886291,969526,043,00084,678,000$69.09
09/30/2020iSHARES TRUSTIEFA7,321,9171,059,263441,365,00083,392,000$60.28
06/30/2020iSHARES TRUSTIEFA6,262,65494,349357,973,00057,762,000$57.16
03/31/2020iSHARES TRUSTIEFA6,168,305570,612300,211,000-64,982,000$48.67
12/31/2019iSHARES TRUSTIEFA5,597,693732365,193,00023,387,000$65.24
09/30/2019iSHARES TRUSTIEFA5,596,961-700,551341,806,000-44,861,000$61.07
06/30/2019iSHARES TRUSTIEFA6,297,512269,339386,667,00020,335,000$61.40
03/31/2019iSHARES TRUSTIEFA6,028,173673,167366,332,00071,807,000$60.77
12/31/2018iSHARES TRUSTIEFA5,355,006150,421294,525,000-38,985,000$55.00
09/30/2018iSHARES TRUSTIEFA5,204,58512,602333,510,0004,494,000$64.08
06/30/2018iSHARES TRUSTIEFA5,191,983119,620329,016,000-5,151,000$63.37
03/31/2018iSHARES TRUSTIEFA5,072,363180,021334,167,00011,272,000$65.88
12/31/2017iSHARES TRUSTIEFA4,892,3425,863322,895,0009,330,000$66.00
09/30/2017iSHARES TRUSTIEFA4,886,479107,136313,565,00022,551,000$64.17
06/30/2017iSHARES TRUSTIEFA4,779,343242,645291,014,00028,112,000$60.89
03/31/2017iSHARES TRUSTIEFA4,536,6984,536,698262,902,000262,902,000$57.95
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