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Heck Capital Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Heck Capital Advisors’s Portfolio EFAV Stock Details EFAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$642K Buy
7,321
+75
+1% +$6.81K 0.04% 137
2026
Q1 		$662K Sell
7,246
-93
-1% -$8.4K 0.05% 131
2025
Q4 		$633K Buy
7,339
+45
+0.6% +$3.85K 0.05% 132
2025
Q3 		$619K Sell
7,294
-50
-0.7% -$4.22K 0.05% 131
2025
Q2 		$617K Buy
7,344
+5,629
+328% +$461K 0.05% 122
2025
Q1 		$134K Sell
1,715
-14,482
-89% -$1.08M 0.02% 160
2024
Q4 		$1.15M Sell
16,197
-658
-4% -$48.4K 0.13% 80
2024
Q3 		$1.29M Sell
16,855
-960
-5% -$70.9K 0.15% 76
2024
Q2 		$1.24M Buy
17,815
+535
+3% +$37.6K 0.15% 76
2024
Q1 		$1.22M Sell
17,280
-138
-0.8% -$9.6K 0.19% 70
2023
Q4 		$1.21M Sell
17,418
-29,403
-63% -$1.95M 0.2% 71
2023
Q3 		$3.05M Buy
46,821
+156
+0.3% +$10.5K 0.57% 48
2023
Q2 		$3.15M Sell
46,665
-368
-0.8% -$25.4K 0.54% 45
2023
Q1 		$3.18M Buy
47,033
+907
+2% +$59.7K 0.61% 40
2022
Q4 		$2.93M Sell
46,126
-3,728
-7% -$228K 0.57% 44
2022
Q3 		$2.84M Sell
49,854
-2,838
-5% -$178K 0.59% 43
2022
Q2 		$3.34M Sell
52,692
-3,481
-6% -$234K 0.67% 46
2022
Q1 		$4.05M Sell
56,173
-9,779
-15% -$710K 0.73% 36
2021
Q4 		$5.06M Sell
65,952
-357
-0.5% -$27.2K 0.92% 28
2021
Q3 		$5M Sell
66,309
-459
-0.7% -$35.6K 1% 27
2021
Q2 		$5.04M Sell
66,768
-4,567
-6% -$344K 1% 26
2021
Q1 		$5.21M Sell
71,335
-7,013
-9% -$515K 1.15% 22
2020
Q4 		$5.75M Sell
78,348
-63,349
-45% -$4.46M 1.4% 19
2020
Q3 		$9.65M Sell
141,697
-159,940
-53% -$10.9M 2.69% 10
2020
Q2 		$19.9M Buy
301,637
+48,470
+19% +$3.15M 4.21% 7
2020
Q1 		$15.7M Sell
253,167
-65,174
-20% -$4.58M 4.52% 7
2019
Q4 		$23.7M Buy
318,341
+31,067
+11% +$2.31M 5.7% 4
2019
Q3 		$21.1M Sell
287,274
-15,837
-5% -$1.15M 6.47% 3
2019
Q2 		$22M Buy
303,111
+11,634
+4% +$837K 5.91% 4
2019
Q1 		$21M Buy
291,477
+31,096
+12% +$2.18M 6.28% 4
2018
Q4 		$17.4M Sell
260,381
-22,682
-8% -$1.56M 6.39% 4
2018
Q3 		$20.6M Buy
283,063
+14,331
+5% +$1.03M 6.8% 4
2018
Q2 		$19.1M Buy
268,732
+7,890
+3% +$580K 6.96% 4
2018
Q1 		$19.2M Buy
260,842
+16,400
+7% +$1.21M 8.5% 3
2017
Q4 		$17.8M Buy
244,442
+8,384
+4% +$604K 8.67% 3
2017
Q3 		$16.8M Buy
236,058
+6,930
+3% +$488K 8.96% 3
2017
Q2 		$15.9M Buy
229,128
+3,024
+1% +$208K 9.21% 3
2017
Q1 		$14.9M Buy
226,104
+18,376
+9% +$1.18M 9.19% 3
2016
Q4 		$12.7M Buy
+207,728
New +$13.1M 9.25% 3

Other funds holding EFAV

SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

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

Heck Capital Advisors increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 1% in Q2 2026, buying an estimated $6.81K and bringing the position to 7,321 shares worth $642K. The position accounts for 0.04% of the portfolio, ranked #137.

Heck Capital Advisors first reported a position in EFAV in Q4 2016 and has held it in 39 quarters since. The position peaked at $23.7M in Q4 2019. 246 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Heck Capital Advisors held 7,321 shares of iShares MSCI EAFE Min Vol Factor ETF worth $642K as of Q2 2026.
  • Heck Capital Advisors bought 75 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $6.81K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.04% of Heck Capital Advisors's portfolio in Q2 2026, its #137 holding.
  • Heck Capital Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2016 and has held it in 39 quarters since.
  • Heck Capital Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $23.7M in Q4 2019.
  • 246 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

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