Heck Capital Advisors’s iShares MSCI Japan Value ETF EWJV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-741	Closed	-$24.1K	–	232
2024 Q4	$23.2K	Sell	741 -151,113	-100%	-$4.83M	﹤0.01%	185
2024 Q3	$5.01M	Sell	151,854 -240,467	-61%	-$7.79M	0.58%	44
2024 Q2	$12.5M	Buy	+392,321	New	+$12.6M	1.55%	16

Other funds holding EWJV

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.11B AUM 38.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SLF

Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return

AHC

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SBCM

Schwerin Boyle Capital Management Springfield, Massachusetts $788M AUM 13.82% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

Heck Capital Advisors's EWJV Position: Q1 2025 in Review

Heck Capital Advisors sold out of iShares MSCI Japan Value ETF (EWJV) in Q1 2025, closing a stake of 741 shares — an estimated $24.1K sold.

Heck Capital Advisors first reported a position in EWJV in Q2 2024 and held it in 3 quarters. The position peaked at $12.5M in Q2 2024. 52 funds tracked by Wall St. Rank hold EWJV as of Q1 2025.

Heck Capital Advisors reported no remaining iShares MSCI Japan Value ETF position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 741 iShares MSCI Japan Value ETF shares in Q1 2025, an estimated $24.1K.
Heck Capital Advisors first reported a position in iShares MSCI Japan Value ETF in Q2 2024 and held it in 3 quarters.
Heck Capital Advisors's iShares MSCI Japan Value ETF position peaked at $12.5M in Q2 2024.
52 funds tracked by Wall St. Rank held iShares MSCI Japan Value ETF as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.