Heck Capital Advisors’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Heck Capital Advisors’s Portfolio EEMV Stock Details EEMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$420K	Buy	5,573 +26	+0.5%	+$1.87K	0.03%	160
2026 Q1	$359K	Sell	5,547 -80	-1%	-$5.31K	0.03%	165
2025 Q4	$360K	Buy	5,627 +45	+0.8%	+$2.9K	0.03%	173
2025 Q3	$356K	Sell	5,582 -95	-2%	-$6.01K	0.03%	165
2025 Q2	$357K	Buy	+5,677	New	+$342K	0.03%	155
2025 Q1	–	Sell	-12,436	Closed	-$721K	–	236
2024 Q4	$721K	Sell	12,436 -564	-4%	-$34.1K	0.08%	94
2024 Q3	$815K	Sell	13,000 -883	-6%	-$52.3K	0.09%	91
2024 Q2	$794K	Buy	13,883 +504	+4%	+$28.6K	0.1%	88
2024 Q1	$757K	Sell	13,379 -137	-1%	-$7.63K	0.12%	83
2023 Q4	$751K	Sell	13,516 -42,747	-76%	-$2.29M	0.12%	82
2023 Q3	$3M	Sell	56,263 -47	-0.1%	-$2.58K	0.56%	49
2023 Q2	$3.1M	Sell	56,310 -717	-1%	-$39.6K	0.53%	46
2023 Q1	$3.11M	Buy	57,027 +620	+1%	+$33.6K	0.6%	42
2022 Q4	$2.99M	Sell	56,407 -5,946	-10%	-$311K	0.58%	42
2022 Q3	$3.16M	Sell	62,353 -3,215	-5%	-$176K	0.65%	40
2022 Q2	$3.63M	Sell	65,568 -1,158	-2%	-$66.9K	0.73%	42
2022 Q1	$4.07M	Sell	66,726 -16,070	-19%	-$997K	0.74%	35
2021 Q4	$5.2M	Sell	82,796 -5,102	-6%	-$322K	0.94%	27
2021 Q3	$5.51M	Buy	87,898 +157	+0.2%	+$9.88K	1.1%	25
2021 Q2	$5.63M	Sell	87,741 -439	-0.5%	-$28K	1.12%	22
2021 Q1	$5.57M	Sell	88,180 -52,884	-37%	-$3.34M	1.23%	18
2020 Q4	$8.62M	Sell	141,064 -25,379	-15%	-$1.48M	2.1%	13
2020 Q3	$9.18M	Sell	166,443 -91,982	-36%	-$5.08M	2.56%	12
2020 Q2	$13.4M	Buy	258,425 +22,088	+9%	+$1.12M	2.84%	11
2020 Q1	$11.1M	Buy	236,337 +28,714	+14%	+$1.55M	3.19%	10
2019 Q4	$12.2M	Buy	207,623 +49,751	+32%	+$2.89M	2.92%	13
2019 Q3	$9.01M	Sell	157,872 -40,912	-21%	-$2.35M	2.77%	15
2019 Q2	$11.7M	Buy	198,784 +2,528	+1%	+$148K	3.14%	13
2019 Q1	$11.6M	Buy	196,256 +21,075	+12%	+$1.23M	3.48%	12
2018 Q4	$9.79M	Sell	175,181 -2,630	-1%	-$148K	3.6%	11
2018 Q3	$10.5M	Buy	177,811 +10,779	+6%	+$632K	3.48%	11
2018 Q2	$9.66M	Buy	167,032 +4,443	+3%	+$270K	3.52%	11
2018 Q1	$10.1M	Buy	162,589 +30,941	+24%	+$1.93M	4.48%	9
2017 Q4	$8M	Buy	131,648 +4,303	+3%	+$256K	3.89%	9
2017 Q3	$7.4M	Sell	127,345 -58,304	-31%	-$3.35M	3.95%	9
2017 Q2	$10.3M	Buy	185,649 +10,603	+6%	+$582K	5.97%	8
2017 Q1	$9.36M	Buy	175,046 +20,605	+13%	+$1.07M	5.77%	8
2016 Q4	$7.55M	Buy	+154,441	New	+$7.92M	5.5%	8

Other funds holding EEMV

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JMAC Enterprises Newtown, Pennsylvania $593M AUM 22.22% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WDL

Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

Heck Capital Advisors's EEMV Position: Q2 2026 in Review

Heck Capital Advisors increased its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 0.47% in Q2 2026, buying an estimated $1.87K and bringing the position to 5,573 shares worth $420K. The position accounts for 0.03% of the portfolio, ranked #160.

Heck Capital Advisors first reported a position in EEMV in Q4 2016 and has held it in 38 quarters since. The position peaked at $13.4M in Q2 2020. 145 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

Heck Capital Advisors held 5,573 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $420K as of Q2 2026.
Heck Capital Advisors bought 26 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2026, an estimated $1.87K.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.03% of Heck Capital Advisors's portfolio in Q2 2026, its #160 holding.
Heck Capital Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2016 and has held it in 38 quarters since.
Heck Capital Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $13.4M in Q2 2020.
145 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.