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
2026 Q3	$561K	Buy	+7,086	New	+$571K	0.03%	155
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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

SFG

Shum Financial Group Alameda, California $174M AUM 19.39% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Heck Capital Advisors's EFV Position: Q3 2026 in Review

Heck Capital Advisors opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q3 2026: 7,086 shares worth $561K. The stake represents 0.03% of the portfolio and ranks #155 among its holdings. This is a return to the name: Heck Capital Advisors previously reported a position in EFV as recently as Q1 2025.

Heck Capital Advisors first reported a position in EFV in Q1 2023 and has held it in 10 quarters since. 140 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

Heck Capital Advisors held 7,086 shares of iShares MSCI EAFE Value ETF worth $561K as of Q3 2026.
iShares MSCI EAFE Value ETF was a new Heck Capital Advisors position in Q3 2026.
iShares MSCI EAFE Value ETF made up 0.03% of Heck Capital Advisors's portfolio in Q3 2026, its #155 holding.
Heck Capital Advisors first reported a position in iShares MSCI EAFE Value ETF in Q1 2023 and has held it in 10 quarters since.
140 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Heck Capital Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.