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

United Capital Financial Advisors’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$84.4M Sell
1,137,189
-36,240
-3% -$2.72M 0.52% 39
2025
Q4 		$83.8M Sell
1,173,429
-183,320
-14% -$12.7M 0.5% 37
2025
Q3 		$92M Sell
1,356,749
-270,486
-17% -$17.8M 0.66% 32
2025
Q2 		$103M Buy
1,627,235
+502,143
+45% +$30.7M 0.83% 26
2025
Q1 		$66.3M Sell
1,125,092
-340,626
-23% -$19.3M 0.57% 36
2024
Q4 		$76.9M Buy
1,465,718
+54,743
+4% +$3M 0.65% 35
2024
Q3 		$81.2M Buy
1,410,975
+842,074
+148% +$46.5M 0.67% 34
2024
Q2 		$30.2M Sell
568,901
-397,364
-41% -$21.6M 0.26% 81
2024
Q1 		$52.6M Sell
966,265
-526,920
-35% -$27.5M 0.43% 50
2023
Q4 		$77.8M Buy
1,493,185
+1,478,099
+9,798% +$73.1M 0.65% 34
2023
Q3 		$738K Sell
15,086
-5,541
-27% -$274K ﹤0.01% 566
2023
Q2 		$1.01M Sell
20,627
-10,500
-34% -$517K 0.01% 546
2023
Q1 		$1.51M Sell
31,127
-5,932
-16% -$287K 0.01% 497
2022
Q4 		$1.7M Sell
37,059
-7,266
-16% -$315K 0.01% 509
2022
Q3 		$1.71M Buy
44,325
+2,449
+6% +$104K 0.01% 501
2022
Q2 		$1.82M Buy
41,876
+9,054
+28% +$431K 0.01% 512
2022
Q1 		$1.65M Sell
32,822
-6,710
-17% -$341K 0.01% 558
2021
Q4 		$1.99M Buy
39,532
+8,969
+29% +$458K 0.01% 542
2021
Q3 		$1.55M Buy
30,563
+10,045
+49% +$520K 0.01% 575
2021
Q2 		$1.06M Sell
20,518
-665
-3% -$35.2K 0.01% 681
2021
Q1 		$1.08M Buy
21,183
+1,957
+10% +$97.3K 0.01% 644
2020
Q4 		$907K Sell
19,226
-1,434
-7% -$63.2K 0.01% 700
2020
Q3 		$834K Sell
20,660
-345
-2% -$14.3K 0.01% 703
2020
Q2 		$840K Sell
21,005
-7,088
-25% -$270K 0.01% 716
2020
Q1 		$991K Sell
28,093
-2,426
-8% -$108K 0.01% 635
2019
Q4 		$1.52M Buy
30,519
+1,395
+5% +$68.4K 0.01% 655
2019
Q3 		$1.38M Buy
29,124
+2,843
+11% +$133K 0.01% 657
2019
Q2 		$1.26M Sell
26,281
-543
-2% -$26.5K 0.01% 742
2019
Q1 		$1.31M Sell
26,824
-6,586
-20% -$317K 0.01% 704
2018
Q4 		$1.51M Buy
33,410
+3,882
+13% +$187K 0.01% 623
2018
Q3 		$1.53M Sell
29,528
-404
-1% -$20.8K 0.01% 665
2018
Q2 		$1.54M Sell
29,932
-8,168
-21% -$446K 0.01% 656
2018
Q1 		$2.08M Buy
38,100
+185
+0.5% +$10.4K 0.02% 578
2017
Q4 		$2.09M Buy
37,915
+505
+1% +$27.7K 0.02% 575
2017
Q3 		$2.04M Buy
37,410
+772
+2% +$41K 0.02% 565
2017
Q2 		$1.89M Sell
36,638
-5,050
-12% -$261K 0.02% 591
2017
Q1 		$2.1M Sell
41,688
-8,371
-17% -$411K 0.02% 557
2016
Q4 		$2.37M Sell
50,059
-6,612
-12% -$307K 0.02% 527
2016
Q3 		$2.62M Sell
56,671
-854
-1% -$38.4K 0.03% 520
2016
Q2 		$2.47M Buy
57,525
+9,309
+19% +$420K 0.03% 515
2016
Q1 		$2.16M Sell
48,216
-43,359
-47% -$1.87M 0.02% 515
2015
Q4 		$4.26M Buy
91,575
+13,101
+17% +$633K 0.05% 363
2015
Q3 		$3.63M Buy
78,474
+13,687
+21% +$691K 0.04% 384
2015
Q2 		$3.39M Sell
64,787
-716
-1% -$39.5K 0.04% 455
2015
Q1 		$3.63M Buy
65,503
+985
+2% +$51.7K 0.04% 412
2014
Q4 		$3.29M Sell
64,518
-290,026
-82% -$15.3M 0.05% 357
2014
Q3 		$19.4M Sell
354,544
-53,714
-13% -$3.06M 0.34% 77
2014
Q2 		$23.9M Sell
408,258
-29,407
-7% -$1.74M 0.44% 53
2014
Q1 		$25.2M Buy
437,665
+17,030
+4% +$962K 0.54% 39
2013
Q4 		$24.1M Buy
420,635
+17,547
+4% +$983K 0.82% 23
2013
Q3 		$21.9M Buy
403,088
+28,153
+8% +$1.46M 0.7% 34
2013
Q2 		$18.1M Buy
+374,935
New +$19.3M 0.48% 51

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

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

United Capital Financial Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 3.1% in Q1 2026, selling an estimated $2.72M and leaving 1,137,189 shares worth $84.4M. The position accounts for 0.52% of the portfolio, ranked #39.

United Capital Financial Advisors first reported a position in EFV in Q2 2013 and has held it in 52 quarters since. The position peaked at $103M in Q2 2025. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • United Capital Financial Advisors held 1,137,189 shares of iShares MSCI EAFE Value ETF worth $84.4M as of Q1 2026.
  • United Capital Financial Advisors sold 36,240 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $2.72M.
  • iShares MSCI EAFE Value ETF made up 0.52% of United Capital Financial Advisors's portfolio in Q1 2026, its #39 holding.
  • United Capital Financial Advisors first reported a position in iShares MSCI EAFE Value ETF in Q2 2013 and has held it in 52 quarters since.
  • United Capital Financial Advisors's iShares MSCI EAFE Value ETF position peaked at $103M in Q2 2025.
  • 1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

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