HCA
Heck Capital Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.1M | Buy |
444,834
+36,286
| +9% | +$3.03M | 3.19% | 6 |
|
|
2025
Q1 | $30.9M | Buy |
408,548
+94,805
| +30% | +$7.17M | 3.48% | 5 |
|
|
2024
Q4 | $22M | Buy |
313,743
+19,290
| +7% | +$1.36M | 2.53% | 9 |
|
|
2024
Q3 | $23M | Sell |
294,453
-6,955
| -2% | -$543K | 2.65% | 8 |
|
|
2024
Q2 | $21.9M | Buy |
301,408
+145,004
| +93% | +$10.5M | 2.72% | 7 |
|
|
2024
Q1 | $11.6M | Buy |
156,404
+1,433
| +0.9% | +$106K | 1.77% | 16 |
|
|
2023
Q4 | $10.9M | Buy |
154,971
+11,781
| +8% | +$829K | 1.78% | 16 |
|
|
2023
Q3 | $9.21M | Buy |
143,190
+30,065
| +27% | +$1.93M | 1.71% | 17 |
|
|
2023
Q2 | $7.64M | Buy |
113,125
+586
| +0.5% | +$39.6K | 1.32% | 28 |
|
|
2023
Q1 | $7.52M | Buy |
112,539
+5,341
| +5% | +$357K | 1.44% | 26 |
|
|
2022
Q4 | $6.61M | Sell |
107,198
-165,948
| -61% | -$10.2M | 1.28% | 27 |
|
|
2022
Q3 | $14.4M | Buy |
273,146
+145,759
| +114% | +$7.68M | 2.96% | 9 |
|
|
2022
Q2 | $7.5M | Sell |
127,387
-57,938
| -31% | -$3.41M | 1.51% | 20 |
|
|
2022
Q1 | $12.9M | Buy |
185,325
+28,882
| +18% | +$2.01M | 2.33% | 9 |
|
|
2021
Q4 | $11.7M | Buy |
156,443
+8,656
| +6% | +$646K | 2.12% | 12 |
|
|
2021
Q3 | $11M | Sell |
147,787
-4,095
| -3% | -$304K | 2.19% | 11 |
|
|
2021
Q2 | $11.4M | Buy |
151,882
+10,660
| +8% | +$798K | 2.26% | 12 |
|
|
2021
Q1 | $10.2M | Buy |
141,222
+53,711
| +61% | +$3.87M | 2.24% | 12 |
|
|
2020
Q4 | $6.05M | Buy |
87,511
+31,449
| +56% | +$2.17M | 1.47% | 18 |
|
|
2020
Q3 | $3.38M | Sell |
56,062
-31,012
| -36% | -$1.87M | 0.94% | 23 |
|
|
2020
Q2 | $4.98M | Buy |
87,074
+63,062
| +263% | +$3.6M | 1.05% | 19 |
|
|
2020
Q1 | $1.2M | Buy |
24,012
+936
| +4% | +$46.7K | 0.34% | 28 |
|
|
2019
Q4 | $1.51M | Sell |
23,076
-1,129
| -5% | -$73.7K | 0.36% | 31 |
|
|
2019
Q3 | $1.48M | Buy |
24,205
+474
| +2% | +$28.9K | 0.45% | 29 |
|
|
2019
Q2 | $1.46M | Sell |
23,731
-1,455
| -6% | -$89.3K | 0.39% | 29 |
|
|
2019
Q1 | $1.53M | Buy |
25,186
+1,845
| +8% | +$112K | 0.46% | 27 |
|
|
2018
Q4 | $1.28M | Sell |
23,341
-4,227
| -15% | -$232K | 0.47% | 26 |
|
|
2018
Q3 | $1.77M | Buy |
27,568
+54
| +0.2% | +$3.46K | 0.58% | 25 |
|
|
2018
Q2 | $1.74M | Sell |
27,514
-59
| -0.2% | -$3.74K | 0.63% | 24 |
|
|
2018
Q1 | $1.82M | Buy |
27,573
+8,046
| +41% | +$530K | 0.8% | 22 |
|
|
2017
Q4 | $1.29M | Buy |
19,527
+2,739
| +16% | +$181K | 0.63% | 23 |
|
|
2017
Q3 | $1.08M | Sell |
16,788
-24,053
| -59% | -$1.54M | 0.58% | 24 |
|
|
2017
Q2 | $2.49M | Sell |
40,841
-3,826
| -9% | -$233K | 1.44% | 17 |
|
|
2017
Q1 | $2.59M | Buy |
44,667
+5,721
| +15% | +$332K | 1.59% | 16 |
|
|
2016
Q4 | $2.09M | Buy |
+38,946
| New | +$2.09M | 1.52% | 17 |
|