Question 1

How many shares of IEFA does UNITED CAPITAL FINANCIAL ADVISORS, LLC own?

Accepted Answer

As of 2026-Q1, UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 5.1M shares of IEFA (ISHARES TR).

Question 2

What is UNITED CAPITAL FINANCIAL ADVISORS, LLC's IEFA position worth?

Accepted Answer

As of 2026-Q1, UNITED CAPITAL FINANCIAL ADVISORS, LLC's IEFA position is worth $456.8M.

Question 3

Is UNITED CAPITAL FINANCIAL ADVISORS, LLC buying or selling IEFA?

Accepted Answer

In 2026-Q1, UNITED CAPITAL FINANCIAL ADVISORS, LLC increased their IEFA position (+1.9% change in shares).

Question 4

When did UNITED CAPITAL FINANCIAL ADVISORS, LLC first buy IEFA?

Accepted Answer

Based on available 13F filings, UNITED CAPITAL FINANCIAL ADVISORS, LLC first reported a position in IEFA in 2026-Q1. They have held the position across 29 quarters.