HCA
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Heck Capital Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Heck Capital Advisors’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$39.1M Sell
404,874
-11,049
-3% -$1.06M 2.34% 9
2026
Q1 		$37.7M Sell
415,923
-40,387
-9% -$3.77M 2.79% 8
2025
Q4 		$40.8M Sell
456,310
-6,808
-1% -$602K 3.04% 7
2025
Q3 		$40.4M Buy
463,118
+18,284
+4% +$1.55M 3.13% 6
2025
Q2 		$37.1M Buy
444,834
+36,286
+9% +$2.88M 3.19% 6
2025
Q1 		$30.9M Buy
408,548
+94,805
+30% +$7.09M 3.48% 5
2024
Q4 		$22M Buy
313,743
+19,290
+7% +$1.42M 2.53% 9
2024
Q3 		$23M Sell
294,453
-6,955
-2% -$521K 2.65% 8
2024
Q2 		$21.9M Buy
301,408
+145,004
+93% +$10.7M 2.72% 7
2024
Q1 		$11.6M Buy
156,404
+1,433
+0.9% +$102K 1.77% 16
2023
Q4 		$10.9M Buy
154,971
+11,781
+8% +$776K 1.78% 16
2023
Q3 		$9.21M Buy
143,190
+30,065
+27% +$2.01M 1.71% 17
2023
Q2 		$7.64M Buy
113,125
+586
+0.5% +$39.7K 1.32% 28
2023
Q1 		$7.52M Buy
112,539
+5,341
+5% +$350K 1.44% 26
2022
Q4 		$6.61M Sell
107,198
-165,948
-61% -$9.77M 1.28% 27
2022
Q3 		$14.4M Buy
273,146
+145,759
+114% +$8.57M 2.96% 9
2022
Q2 		$7.5M Sell
127,387
-57,938
-31% -$3.72M 1.51% 20
2022
Q1 		$12.9M Buy
185,325
+28,882
+18% +$2.04M 2.33% 9
2021
Q4 		$11.7M Buy
156,443
+8,656
+6% +$651K 2.12% 12
2021
Q3 		$11M Sell
147,787
-4,095
-3% -$312K 2.19% 11
2021
Q2 		$11.4M Buy
151,882
+10,660
+8% +$805K 2.26% 12
2021
Q1 		$10.2M Buy
141,222
+53,711
+61% +$3.84M 2.24% 12
2020
Q4 		$6.05M Buy
87,511
+31,449
+56% +$2.03M 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% +$3.42M 1.05% 19
2020
Q1 		$1.2M Buy
24,012
+936
+4% +$55.7K 0.34% 28
2019
Q4 		$1.51M Sell
23,076
-1,129
-5% -$71.6K 0.36% 31
2019
Q3 		$1.48M Buy
24,205
+474
+2% +$28.6K 0.45% 29
2019
Q2 		$1.46M Sell
23,731
-1,455
-6% -$89.1K 0.39% 29
2019
Q1 		$1.53M Buy
25,186
+1,845
+8% +$109K 0.46% 27
2018
Q4 		$1.28M Sell
23,341
-4,227
-15% -$248K 0.47% 26
2018
Q3 		$1.77M Buy
27,568
+54
+0.2% +$3.44K 0.58% 25
2018
Q2 		$1.74M Sell
27,514
-59
-0.2% -$3.9K 0.63% 24
2018
Q1 		$1.82M Buy
27,573
+8,046
+41% +$541K 0.8% 22
2017
Q4 		$1.29M Buy
19,527
+2,739
+16% +$179K 0.63% 23
2017
Q3 		$1.08M Sell
16,788
-24,053
-59% -$1.5M 0.58% 24
2017
Q2 		$2.49M Sell
40,841
-3,826
-9% -$231K 1.44% 17
2017
Q1 		$2.59M Buy
44,667
+5,721
+15% +$322K 1.59% 16
2016
Q4 		$2.09M Buy
+38,946
New +$2.09M 1.52% 17

Other funds holding IEFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Heck Capital Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2.7% in Q2 2026, selling an estimated $1.06M and leaving 404,874 shares worth $39.1M. The position accounts for 2.34% of the portfolio, ranked #9.

Heck Capital Advisors first reported a position in IEFA in Q4 2016 and has held it in 39 quarters since. The position peaked at $40.8M in Q4 2025. 1,272 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Heck Capital Advisors held 404,874 shares of iShares Core MSCI EAFE ETF worth $39.1M as of Q2 2026.
  • Heck Capital Advisors sold 11,049 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.06M.
  • iShares Core MSCI EAFE ETF made up 2.34% of Heck Capital Advisors's portfolio in Q2 2026, its #9 holding.
  • Heck Capital Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2016 and has held it in 39 quarters since.
  • Heck Capital Advisors's iShares Core MSCI EAFE ETF position peaked at $40.8M in Q4 2025.
  • 1,272 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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