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

United Capital Financial Advisors’s Portfolio EFG Stock Details EFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$65.9M	Buy	530,721 +40,238	+8%	+$4.85M	0.36%	48
2026 Q1	$54.6M	Buy	490,483 +476,533	+3,416%	+$56M	0.34%	57
2025 Q4	$1.59M	Sell	13,950 -31,252	-69%	-$3.58M	0.01%	593
2025 Q3	$5.15M	Sell	45,202 -357,428	-89%	-$39.8M	0.04%	303
2025 Q2	$45.1M	Sell	402,630 -12,846	-3%	-$1.36M	0.36%	58
2025 Q1	$41.5M	Sell	415,476 -384,061	-48%	-$39.1M	0.36%	60
2024 Q4	$77.4M	Buy	799,537 +93,788	+13%	+$9.53M	0.65%	34
2024 Q3	$76M	Sell	705,749 -72,722	-9%	-$7.54M	0.63%	37
2024 Q2	$79.6M	Buy	778,471 +281,401	+57%	+$28.8M	0.68%	30
2024 Q1	$51.6M	Buy	497,070 +11,146	+2%	+$1.11M	0.43%	51
2023 Q4	$47.1M	Buy	485,924 +471,121	+3,183%	+$42.2M	0.39%	55
2023 Q3	$1.28M	Sell	14,803 -5,891	-28%	-$543K	0.01%	476
2023 Q2	$1.97M	Sell	20,694 -5,067	-20%	-$482K	0.01%	446
2023 Q1	$2.41M	Sell	25,761 -7,156	-22%	-$644K	0.01%	421
2022 Q4	$2.76M	Sell	32,917 -18,493	-36%	-$1.5M	0.02%	427
2022 Q3	$3.73M	Buy	51,410 +1,277	+3%	+$104K	0.02%	370
2022 Q2	$4.04M	Sell	50,133 -12,870	-20%	-$1.12M	0.02%	368
2022 Q1	$6.07M	Sell	63,003 -1,728	-3%	-$170K	0.03%	340
2021 Q4	$7.14M	Buy	64,731 +1,182	+2%	+$129K	0.03%	321
2021 Q3	$6.77M	Buy	63,549 +1,133	+2%	+$125K	0.03%	322
2021 Q2	$6.7M	Sell	62,416 -6,142	-9%	-$653K	0.03%	334
2021 Q1	$6.89M	Sell	68,558 -3,754	-5%	-$382K	0.04%	311
2020 Q4	$7.3M	Buy	72,312 +46,823	+184%	+$4.43M	0.04%	295
2020 Q3	$2.29M	Buy	25,489 +2,182	+9%	+$193K	0.02%	467
2020 Q2	$1.94M	Sell	23,307 -3,325	-12%	-$260K	0.01%	525
2020 Q1	$1.83M	Sell	26,632 -1,351	-5%	-$109K	0.02%	516
2019 Q4	$2.42M	Buy	27,983 +2,285	+9%	+$191K	0.02%	566
2019 Q3	$2.07M	Buy	25,698 +404	+2%	+$32.3K	0.01%	584
2019 Q2	$2.04M	Buy	25,294 +585	+2%	+$46.2K	0.01%	618
2019 Q1	$1.91M	Sell	24,709 -18,512	-43%	-$1.37M	0.01%	600
2018 Q4	$2.98M	Buy	43,221 +14,120	+49%	+$1.03M	0.02%	469
2018 Q3	$2.33M	Buy	29,101 +40	+0.1%	+$3.19K	0.02%	575
2018 Q2	$2.29M	Sell	29,061 -4,661	-14%	-$378K	0.02%	567
2018 Q1	$2.71M	Buy	33,722 +5	+0%	+$408	0.02%	513
2017 Q4	$2.72M	Buy	33,717 +62	+0.2%	+$4.91K	0.02%	519
2017 Q3	$2.6M	Buy	33,655 +959	+3%	+$72.7K	0.02%	515
2017 Q2	$2.42M	Sell	32,696 -824	-2%	-$60.2K	0.02%	526
2017 Q1	$2.33M	Sell	33,520 -2,941	-8%	-$197K	0.02%	525
2016 Q4	$2.32M	Sell	36,461 -3,673	-9%	-$237K	0.02%	531
2016 Q3	$2.74M	Sell	40,134 -1,566	-4%	-$106K	0.03%	507
2016 Q2	$2.71M	Sell	41,700 -1,744	-4%	-$115K	0.03%	489
2016 Q1	$2.86M	Sell	43,444 -21,688	-33%	-$1.37M	0.03%	455
2015 Q4	$4.37M	Buy	65,132 +20,017	+44%	+$1.36M	0.05%	359
2015 Q3	$2.88M	Buy	45,115 +1,250	+3%	+$85.2K	0.03%	445
2015 Q2	$3.06M	Sell	43,865 -12	-0%	-$871	0.04%	475
2015 Q1	$3.18M	Buy	43,877 +4,428	+11%	+$303K	0.04%	450
2014 Q4	$2.6M	Sell	39,449 -212,212	-84%	-$14.2M	0.04%	402
2014 Q3	$17.1M	Sell	251,661 -37,515	-13%	-$2.65M	0.3%	88
2014 Q2	$21M	Sell	289,176 -22,608	-7%	-$1.63M	0.39%	65
2014 Q1	$22.1M	Buy	311,784 +9,126	+3%	+$638K	0.47%	47
2013 Q4	$21.6M	Buy	302,658 +4,558	+2%	+$316K	0.74%	26
2013 Q3	$20.3M	Buy	298,100 +8,666	+3%	+$569K	0.65%	36
2013 Q2	$17.9M	Buy	+289,434	New	+$18.7M	0.47%	54

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

United Capital Financial Advisors's EFG Position: Q2 2026 in Review

United Capital Financial Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 8.2% in Q2 2026, buying an estimated $4.85M and bringing the position to 530,721 shares worth $65.9M. The position accounts for 0.36% of the portfolio, ranked #48.

United Capital Financial Advisors first reported a position in EFG in Q2 2013 and has held it in 53 quarters since. The position peaked at $79.6M in Q2 2024. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

United Capital Financial Advisors held 530,721 shares of iShares MSCI EAFE Growth ETF worth $65.9M as of Q2 2026.
United Capital Financial Advisors bought 40,238 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $4.85M.
iShares MSCI EAFE Growth ETF made up 0.36% of United Capital Financial Advisors's portfolio in Q2 2026, its #48 holding.
United Capital Financial Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2013 and has held it in 53 quarters since.
United Capital Financial Advisors's iShares MSCI EAFE Growth ETF position peaked at $79.6M in Q2 2024.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.