News + Filings Holdings
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UNITED CAPITAL FINANCIAL ADVISERS, LLC
> ACWI
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | ACWI | 247,469 | -531,435 | 23,742,202,000 | -42,371,166,000 | $95,940.11 |
| 12/31/2022 | iSHARES TRUST | ACWI | 778,904 | 473,048 | 66,113,368,000 | 66,089,563,000 | $84,880.00 |
| 09/30/2022 | iSHARES TRUST | ACWI | 305,856 | -36,830 | 23,805,000 | -4,943,000 | $77.83 |
| 06/30/2022 | iSHARES TRUST | ACWI | 342,686 | 32,501 | 28,748,000 | -2,202,000 | $83.89 |
| 03/31/2022 | iSHARES TRUST | ACWI | 310,185 | -12,232 | 30,950,000 | -3,155,000 | $99.78 |
| 12/31/2021 | iSHARES TRUST | ACWI | 322,417 | -10,278 | 34,105,000 | 440,000 | $105.78 |
| 06/30/2021 | iSHARES TRUST | ACWI | 332,695 | -17,248 | 33,665,000 | 368,000 | $101.19 |
| 03/31/2021 | iSHARES TRUST | ACWI | 349,943 | -940 | 33,297,000 | 1,465,000 | $95.15 |
| 12/31/2020 | iSHARES TRUST | ACWI | 350,883 | -1,251 | 31,832,000 | 3,689,000 | $90.72 |
| 09/30/2020 | iSHARES TRUST | ACWI | 352,134 | 1,577 | 28,143,000 | 2,300,000 | $79.92 |
| 06/30/2020 | iSHARES TRUST | ACWI | 350,557 | 10,341 | 25,843,000 | 4,556,000 | $73.72 |
| 03/31/2020 | iSHARES TRUST | ACWI | 340,216 | -896 | 21,287,000 | -5,746,000 | $62.57 |
| 12/31/2019 | iSHARES TRUST | ACWI | 341,112 | -2,072 | 27,033,000 | 1,723,000 | $79.25 |
| 09/30/2019 | iSHARES TRUST | ACWI | 343,184 | 63,732 | 25,310,000 | 4,712,000 | $73.75 |
| 06/30/2019 | iSHARES TRUST | ACWI | 279,452 | 5,553 | 20,598,000 | 836,000 | $73.71 |
| 03/31/2019 | iSHARES TRUST | ACWI | 273,899 | 6,017 | 19,762,000 | 2,575,000 | $72.15 |
| 12/31/2018 | iSHARES TRUST | ACWI | 267,882 | -6,180 | 17,187,000 | -3,165,000 | $64.16 |
| 09/30/2018 | iSHARES TRUST | ACWI | 274,062 | 34,212 | 20,352,000 | 3,294,000 | $74.26 |
| 06/30/2018 | iSHARES TRUST | ACWI | 239,850 | 10,320 | 17,058,000 | 601,000 | $71.12 |
| 03/31/2018 | iSHARES TRUST | ACWI | 229,530 | 13,875 | 16,457,000 | 910,000 | $71.70 |
| 12/31/2017 | iSHARES TRUST | ACWI | 215,655 | 4,602 | 15,547,000 | 1,022,000 | $72.09 |
| 09/30/2017 | iSHARES TRUST | ACWI | 211,053 | 2,807 | 14,525,000 | 894,000 | $68.82 |
| 06/30/2017 | iSHARES TRUST | ACWI | 208,246 | 3,359 | 13,631,000 | 670,000 | $65.46 |
| 03/31/2017 | iSHARES TRUST | ACWI | 204,887 | 204,887 | 12,961,000 | 12,961,000 | $63.26 |
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