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Heck Capital Advisors’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Heck Capital Advisors’s Portfolio VLUE Stock Details VLUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-2,355
Closed -$188K – 101
2019
Q1 		$188K Hold
2,355
– – 0.06% 77
2018
Q4 		$171K Hold
2,355
– – 0.06% 79
2018
Q3 		$207K Buy
+2,355
New +$204K 0.07% 72

Other funds holding VLUE

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EMPI
Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return
SIM
Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Heck Capital Advisors's VLUE Position: Q2 2019 in Review

Heck Capital Advisors sold out of iShares MSCI USA Value Factor ETF (VLUE) in Q2 2019, closing a stake of 2,355 shares — an estimated $188K sold.

Heck Capital Advisors first reported a position in VLUE in Q3 2018 and held it in 3 quarters. The position peaked at $207K in Q3 2018. 162 funds tracked by Wall St. Rank hold VLUE as of Q2 2019.

  • Heck Capital Advisors reported no remaining iShares MSCI USA Value Factor ETF position as of Q2 2019 after selling out during the quarter.
  • Heck Capital Advisors sold 2,355 iShares MSCI USA Value Factor ETF shares in Q2 2019, an estimated $188K.
  • Heck Capital Advisors first reported a position in iShares MSCI USA Value Factor ETF in Q3 2018 and held it in 3 quarters.
  • Heck Capital Advisors's iShares MSCI USA Value Factor ETF position peaked at $207K in Q3 2018.
  • 162 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q2 2019.

Based on Heck Capital Advisors's 13F filing for Q2 2019, filed 19 May 2025.