United Capital Financial Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $407M | Buy |
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|
2025
Q1 | $359M | Buy |
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|
2024
Q4 | $306M | Buy |
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|
2024
Q3 | $337M | Sell |
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|
2024
Q2 | $314M | Sell |
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|
2024
Q1 | $326M | Sell |
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|
2023
Q4 | $324M | Sell |
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|
2023
Q3 | $503M | Sell |
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|
2023
Q2 | $674M | Buy |
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|
2023
Q1 | $664M | Sell |
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|
2022
Q4 | $615M | Buy |
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|
2022
Q3 | $513M | Buy |
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|
2022
Q2 | $559M | Buy |
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|
2022
Q1 | $638M | Buy |
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|
2021
Q4 | $658M | Buy |
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|
2021
Q3 | $627M | Buy |
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|
2021
Q2 | $611M | Buy |
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|
2021
Q1 | $583M | Buy |
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|
2020
Q4 | $526M | Buy |
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|
2020
Q3 | $441M | Buy |
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|
2020
Q2 | $358M | Buy |
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|
2020
Q1 | $300M | Buy |
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|
2019
Q4 | $365M | Buy |
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|
2019
Q3 | $342M | Sell |
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|
2019
Q2 | $387M | Buy |
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|
2019
Q1 | $366M | Buy |
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|
2018
Q4 | $295M | Buy |
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|
2018
Q3 | $334M | Buy |
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|
2018
Q2 | $329M | Buy |
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|
2018
Q1 | $334M | Buy |
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|
2017
Q4 | $323M | Buy |
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|
2017
Q3 | $314M | Buy |
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|
2017
Q2 | $291M | Buy |
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|
2017
Q1 | $263M | Buy |
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|
2016
Q4 | $229M | Buy |
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|
2016
Q3 | $227M | Buy |
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|
2016
Q2 | $210M | Buy |
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|
2016
Q1 | $202M | Buy |
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|
2015
Q4 | $138M | Buy |
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|
2015
Q3 | $127M | Sell |
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|
2015
Q2 | $141M | Sell |
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|
2015
Q1 | $147M | Buy |
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|
2014
Q4 | $96.9M | Buy |
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|
2014
Q3 | $79M | Buy |
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|
2014
Q2 | $71.5M | Buy |
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|
2014
Q1 | $56.5M | Buy |
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|
2013
Q4 | $334K | Sell |
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|
2013
Q3 | $36.6M | Buy |
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|
2013
Q2 | $27.4M | Buy |
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