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United Capital Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

United Capital Financial Advisors’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.6M Buy
119,323
+819
+0.7% +$81.9K 0.07% 218
2025
Q4 		$11.4M Buy
118,504
+35,166
+42% +$3.34M 0.07% 221
2025
Q3 		$7.78M Buy
83,338
+851
+1% +$77.4K 0.06% 244
2025
Q2 		$7.37M Buy
82,487
+1,547
+2% +$132K 0.06% 237
2025
Q1 		$6.62M Sell
80,940
-3,558
-4% -$287K 0.06% 234
2024
Q4 		$6.39M Buy
84,498
+4,746
+6% +$376K 0.05% 229
2024
Q3 		$6.67M Sell
79,752
-2,827
-3% -$227K 0.05% 222
2024
Q2 		$6.47M Sell
82,579
-760
-0.9% -$60.2K 0.06% 225
2024
Q1 		$6.66M Sell
83,339
-8,906
-10% -$681K 0.05% 232
2023
Q4 		$6.95M Sell
92,245
-23,733
-20% -$1.68M 0.06% 241
2023
Q3 		$7.99M Sell
115,978
-31,847
-22% -$2.28M 0.05% 249
2023
Q2 		$10.7M Sell
147,825
-3,575
-2% -$260K 0.06% 228
2023
Q1 		$10.8M Sell
151,400
-13,538
-8% -$947K 0.06% 231
2022
Q4 		$10.8M Sell
164,938
-46,265
-22% -$2.9M 0.06% 240
2022
Q3 		$11.8M Buy
211,203
+7,941
+4% +$495K 0.07% 220
2022
Q2 		$12.7M Buy
203,262
+3,809
+2% +$259K 0.07% 227
2022
Q1 		$14.7M Sell
199,453
-9,070
-4% -$678K 0.07% 225
2021
Q4 		$16.4M Buy
208,523
+19,387
+10% +$1.54M 0.08% 226
2021
Q3 		$14.8M Buy
189,136
+771
+0.4% +$61.7K 0.07% 226
2021
Q2 		$14.9M Buy
188,365
+9,057
+5% +$719K 0.07% 230
2021
Q1 		$13.6M Sell
179,308
-10,847
-6% -$817K 0.08% 226
2020
Q4 		$13.9M Buy
190,155
+11,062
+6% +$757K 0.08% 222
2020
Q3 		$11.4M Sell
179,093
-9,180
-5% -$587K 0.07% 230
2020
Q2 		$11.5M Sell
188,273
-31,556
-14% -$1.82M 0.08% 229
2020
Q1 		$11.4M Sell
219,829
-383,420
-64% -$24.3M 0.09% 212
2019
Q4 		$41.9M Sell
603,249
-56,135
-9% -$3.79M 0.27% 86
2019
Q3 		$43M Buy
659,384
+244,956
+59% +$15.8M 0.3% 74
2019
Q2 		$27.2M Buy
414,428
+176,306
+74% +$11.5M 0.18% 121
2019
Q1 		$15.4M Sell
238,122
-92,725
-28% -$5.84M 0.11% 207
2018
Q4 		$19.4M Buy
330,847
+130,513
+65% +$8.15M 0.15% 139
2018
Q3 		$13.6M Sell
200,334
-7,526
-4% -$508K 0.1% 232
2018
Q2 		$13.9M Sell
207,860
-528,687
-72% -$37.1M 0.1% 217
2018
Q1 		$51.3M Buy
736,547
+63,024
+9% +$4.49M 0.39% 54
2017
Q4 		$47.3M Buy
673,523
+45,821
+7% +$3.19M 0.37% 53
2017
Q3 		$43M Buy
627,702
+99,589
+19% +$6.66M 0.36% 56
2017
Q2 		$34.4M Buy
528,113
+315,241
+148% +$20.4M 0.31% 69
2017
Q1 		$13.3M Sell
212,872
-5,050
-2% -$305K 0.12% 192
2016
Q4 		$12.6M Sell
217,922
-669,926
-75% -$38.6M 0.12% 198
2016
Q3 		$52.5M Buy
887,848
+684,723
+337% +$39.7M 0.51% 31
2016
Q2 		$11.4M Sell
203,125
-10,673
-5% -$614K 0.12% 201
2016
Q1 		$12.2M Sell
213,798
-442,003
-67% -$24.4M 0.13% 160
2015
Q4 		$38.5M Buy
655,801
+370,642
+130% +$22.3M 0.44% 40
2015
Q3 		$16.3M Sell
285,159
-999,061
-78% -$61.7M 0.2% 97
2015
Q2 		$81.5M Buy
1,284,220
+490,352
+62% +$32.7M 0.94% 13
2015
Q1 		$52.8M Sell
793,868
-45,601
-5% -$2.87M 0.65% 24
2014
Q4 		$51.1M Sell
839,469
-181,532
-18% -$11.3M 0.76% 21
2014
Q3 		$65.5M Sell
1,021,001
-278,692
-21% -$18.6M 1.14% 9
2014
Q2 		$88.9M Buy
1,299,693
+473,666
+57% +$32.5M 1.65% 2
2014
Q1 		$55.5M Sell
826,027
-4,876
-0.6% -$322K 1.18% 15
2013
Q4 		$55.7M Buy
830,903
+110,782
+15% +$7.24M 1.9% 9
2013
Q3 		$45.9M Buy
720,121
+12,921
+2% +$792K 1.46% 17
2013
Q2 		$40.5M Buy
+707,200
New +$42.8M 1.08% 20

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

United Capital Financial Advisors's EFA Position: Q1 2026 in Review

United Capital Financial Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 0.69% in Q1 2026, buying an estimated $81.9K and bringing the position to 119,323 shares worth $11.6M. The position accounts for 0.07% of the portfolio, ranked #218.

United Capital Financial Advisors first reported a position in EFA in Q2 2013 and has held it in 52 quarters since. The position peaked at $88.9M in Q2 2014. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • United Capital Financial Advisors held 119,323 shares of iShares MSCI EAFE ETF worth $11.6M as of Q1 2026.
  • United Capital Financial Advisors bought 819 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $81.9K.
  • iShares MSCI EAFE ETF made up 0.07% of United Capital Financial Advisors's portfolio in Q1 2026, its #218 holding.
  • United Capital Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 52 quarters since.
  • United Capital Financial Advisors's iShares MSCI EAFE ETF position peaked at $88.9M in Q2 2014.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.