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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$457M	Buy	5,062,078 +93,408	+2%	+$8.72M	2.81%	4
2025 Q4	$444M	Buy	4,968,670 +27,703	+0.6%	+$2.45M	2.68%	6
2025 Q3	$431M	Buy	4,940,967 +69,103	+1%	+$5.87M	3.1%	3
2025 Q2	$407M	Buy	4,871,864 +124,619	+3%	+$9.89M	3.28%	3
2025 Q1	$359M	Buy	4,747,245 +390,071	+9%	+$29.2M	3.07%	4
2024 Q4	$306M	Buy	4,357,174 +37,727	+0.9%	+$2.78M	2.59%	5
2024 Q3	$337M	Sell	4,319,447 -9,584	-0.2%	-$717K	2.78%	5
2024 Q2	$314M	Sell	4,329,031 -61,964	-1%	-$4.56M	2.7%	5
2024 Q1	$326M	Sell	4,390,995 -212,173	-5%	-$15.1M	2.69%	4
2023 Q4	$324M	Sell	4,603,168 -3,206,522	-41%	-$211M	2.69%	5
2023 Q3	$503M	Sell	7,809,690 -2,179,420	-22%	-$146M	3.29%	3
2023 Q2	$674M	Buy	9,989,110 +49,809	+0.5%	+$3.38M	3.68%	3
2023 Q1	$664M	Sell	9,939,301 -43,027	-0.4%	-$2.82M	3.71%	3
2022 Q4	$615M	Buy	9,982,328 +241,204	+2%	+$14.2M	3.45%	3
2022 Q3	$513M	Buy	9,741,124 +245,653	+3%	+$14.4M	3.03%	5
2022 Q2	$559M	Buy	9,495,471 +321,094	+3%	+$20.6M	3.07%	5
2022 Q1	$638M	Buy	9,174,377 +363,164	+4%	+$25.7M	3.1%	5
2021 Q4	$658M	Buy	8,811,213 +367,208	+4%	+$27.6M	3.03%	6
2021 Q3	$627M	Buy	8,444,005 +277,483	+3%	+$21.1M	3.13%	5
2021 Q2	$611M	Buy	8,166,522 +72,970	+0.9%	+$5.51M	3.08%	5
2021 Q1	$583M	Buy	8,093,552 +479,666	+6%	+$34.3M	3.23%	4
2020 Q4	$526M	Buy	7,613,886 +291,969	+4%	+$18.9M	3.17%	5
2020 Q3	$441M	Buy	7,321,917 +1,059,263	+17%	+$63.9M	2.88%	4
2020 Q2	$358M	Buy	6,262,654 +94,349	+2%	+$5.11M	2.6%	5
2020 Q1	$300M	Buy	6,168,305 +570,612	+10%	+$34M	2.48%	5
2019 Q4	$365M	Buy	5,597,693 +732	+0%	+$46.4K	2.36%	6
2019 Q3	$342M	Sell	5,596,961 -700,551	-11%	-$42.3M	2.39%	6
2019 Q2	$387M	Buy	6,297,512 +269,339	+4%	+$16.5M	2.53%	3
2019 Q1	$366M	Buy	6,028,173 +673,167	+13%	+$39.7M	2.58%	3
2018 Q4	$295M	Buy	5,355,006 +150,421	+3%	+$8.82M	2.34%	4
2018 Q3	$334M	Buy	5,204,585 +12,602	+0.2%	+$803K	2.34%	5
2018 Q2	$329M	Buy	5,191,983 +119,620	+2%	+$7.92M	2.45%	3
2018 Q1	$334M	Buy	5,072,363 +180,021	+4%	+$12.1M	2.55%	2
2017 Q4	$323M	Buy	4,892,342 +5,863	+0.1%	+$382K	2.55%	3
2017 Q3	$314M	Buy	4,886,479 +107,136	+2%	+$6.7M	2.66%	3
2017 Q2	$291M	Buy	4,779,343 +242,645	+5%	+$14.6M	2.61%	3
2017 Q1	$263M	Buy	4,536,698 +263,474	+6%	+$14.8M	2.45%	3
2016 Q4	$229M	Buy	4,273,224 +156,227	+4%	+$8.39M	2.23%	4
2016 Q3	$227M	Buy	4,116,997 +77,797	+2%	+$4.2M	2.2%	3
2016 Q2	$210M	Buy	4,039,200 +237,210	+6%	+$12.7M	2.14%	4
2016 Q1	$202M	Buy	3,801,990 +1,258,746	+49%	+$64.2M	2.23%	4
2015 Q4	$138M	Buy	2,543,244 +144,576	+6%	+$8.02M	1.59%	5
2015 Q3	$127M	Sell	2,398,668 -13,788	-0.6%	-$781K	1.52%	7
2015 Q2	$141M	Sell	2,412,456 -16,688	-0.7%	-$1.01M	1.63%	5
2015 Q1	$147M	Buy	2,429,144 +677,693	+39%	+$38.9M	1.8%	4
2014 Q4	$96.9M	Buy	1,751,451 +394,683	+29%	+$22.4M	1.45%	5
2014 Q3	$79M	Buy	1,356,768 +207,797	+18%	+$12.6M	1.37%	6
2014 Q2	$71.5M	Buy	1,148,971 +223,041	+24%	+$13.8M	1.33%	9
2014 Q1	$56.5M	Buy	925,930 +920,430	+16,735%	+$55.2M	1.2%	14
2013 Q4	$334K	Sell	5,500 -628,848	-99%	-$37.1M	0.01%	507
2013 Q3	$36.6M	Buy	634,348 +102,500	+19%	+$5.66M	1.17%	21
2013 Q2	$27.4M	Buy	+531,848	New	+$28.8M	0.73%	31

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

United Capital Financial Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.9% in Q1 2026, buying an estimated $8.72M and bringing the position to 5,062,078 shares worth $457M. The position accounts for 2.81% of the portfolio, ranked #4.

United Capital Financial Advisors first reported a position in IEFA in Q2 2013 and has held it in 52 quarters since. The position peaked at $674M in Q2 2023. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

United Capital Financial Advisors held 5,062,078 shares of iShares Core MSCI EAFE ETF worth $457M as of Q1 2026.
United Capital Financial Advisors bought 93,408 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $8.72M.
iShares Core MSCI EAFE ETF made up 2.81% of United Capital Financial Advisors's portfolio in Q1 2026, its #4 holding.
United Capital Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2013 and has held it in 52 quarters since.
United Capital Financial Advisors's iShares Core MSCI EAFE ETF position peaked at $674M in Q2 2023.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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