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Heck Capital Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Heck Capital Advisors’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-27
Closed -$1.59K – 196
2025
Q1 		$1.59K Sell
27
-327
-92% -$18.5K ﹤0.01% 221
2024
Q4 		$18.6K Buy
354
+327
+1,211% +$17.9K ﹤0.01% 479
2024
Q3 		$1.55K Hold
27
– – ﹤0.01% 197
2024
Q2 		$1.43K Hold
27
– – ﹤0.01% 194
2024
Q1 		$1.47K Hold
27
– – ﹤0.01% 192
2023
Q4 		$1.41K Hold
27
– – ﹤0.01% 187
2023
Q3 		$1.32K Hold
27
– – ﹤0.01% 181
2023
Q2 		$1.32K Hold
27
– – ﹤0.01% 158
2023
Q1 		$1.31K Buy
+27
New +$1.31K ﹤0.01% 148

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Heck Capital Advisors's EFV Position: Q2 2025 in Review

Heck Capital Advisors sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2025, closing a stake of 27 shares — an estimated $1.59K sold.

Heck Capital Advisors first reported a position in EFV in Q1 2023 and held it in 9 quarters. The position peaked at $18.6K in Q4 2024. 1,071 funds tracked by Wall St. Rank hold EFV as of Q2 2025.

  • Heck Capital Advisors reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 27 iShares MSCI EAFE Value ETF shares in Q2 2025, an estimated $1.59K.
  • Heck Capital Advisors first reported a position in iShares MSCI EAFE Value ETF in Q1 2023 and held it in 9 quarters.
  • Heck Capital Advisors's iShares MSCI EAFE Value ETF position peaked at $18.6K in Q4 2024.
  • 1,071 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2025.

Based on Heck Capital Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.