Heck Capital Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$677K	Sell	7,019 -23	-0.3%	-$2.18K	0.04%	135
2026 Q1	$653K	Buy	7,042 +105	+2%	+$9.97K	0.05%	132
2025 Q4	$653K	Sell	6,937 -391	-5%	-$36.8K	0.05%	131
2025 Q3	$697K	Sell	7,328 -3,718	-34%	-$348K	0.05%	122
2025 Q2	$1.04M	Buy	11,046 +5,658	+105%	+$521K	0.09%	98
2025 Q1	$505K	Sell	5,388 -830	-13%	-$76.4K	0.06%	114
2024 Q4	$552K	Buy	6,218 +269	+5%	+$24.7K	0.06%	107
2024 Q3	$543K	Buy	5,949 +4	+0.1%	+$353	0.06%	103
2024 Q2	$499K	Buy	5,945 +3	+0.1%	+$247	0.06%	105
2024 Q1	$497K	Buy	5,942 +3	+0.1%	+$242	0.08%	95
2023 Q4	$463K	Buy	5,939 +10	+0.2%	+$746	0.08%	98
2023 Q3	$429K	Hold	5,929	–	–	0.08%	97
2023 Q2	$441K	Buy	5,929 +3	+0.1%	+$219	0.08%	92
2023 Q1	$431K	Buy	5,926 +129	+2%	+$9.27K	0.08%	86
2022 Q4	$418K	Buy	5,797 +3	+0.1%	+$213	0.08%	93
2022 Q3	$383K	Buy	5,794 +4	+0.1%	+$288	0.08%	91
2022 Q2	$407K	Buy	5,790 +2	+0%	+$146	0.08%	87
2022 Q1	$449K	Sell	5,788 -23,697	-80%	-$1.79M	0.08%	88
2021 Q4	$2.39M	Sell	29,485 -84	-0.3%	-$6.5K	0.43%	45
2021 Q3	$2.17M	Buy	29,569 +592	+2%	+$45.1K	0.43%	46
2021 Q2	$2.13M	Sell	28,977 -10,682	-27%	-$772K	0.42%	46
2021 Q1	$2.74M	Sell	39,659 -64,602	-62%	-$4.37M	0.61%	32
2020 Q4	$7.08M	Sell	104,261 -111,299	-52%	-$7.33M	1.72%	17
2020 Q3	$13.7M	Sell	215,560 -89,455	-29%	-$5.68M	3.83%	7
2020 Q2	$18.5M	Buy	305,015 +109,728	+56%	+$6.51M	3.91%	8
2020 Q1	$10.5M	Buy	195,287 +94,038	+93%	+$5.97M	3.04%	11
2019 Q4	$6.64M	Buy	101,249 +8,428	+9%	+$541K	1.59%	17
2019 Q3	$5.95M	Buy	92,821 +89,771	+2,943%	+$5.69M	1.83%	18
2019 Q2	$188K	Buy	+3,050	New	+$183K	0.05%	82

Other funds holding USMV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Heck Capital Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.33% in Q2 2026, selling an estimated $2.18K and leaving 7,019 shares worth $677K. The position accounts for 0.04% of the portfolio, ranked #135.

Heck Capital Advisors first reported a position in USMV in Q2 2019 and has held it in 29 quarters since. The position peaked at $18.5M in Q2 2020. 711 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Heck Capital Advisors held 7,019 shares of iShares MSCI USA Min Vol Factor ETF worth $677K as of Q2 2026.
Heck Capital Advisors sold 23 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $2.18K.
iShares MSCI USA Min Vol Factor ETF made up 0.04% of Heck Capital Advisors's portfolio in Q2 2026, its #135 holding.
Heck Capital Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2019 and has held it in 29 quarters since.
Heck Capital Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $18.5M in Q2 2020.
711 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

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