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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
2025
Q1 		– Sell
-675
Closed -$71.3K – 765
2024
Q4 		$71.3K Buy
+675
New +$74.3K ﹤0.01% 320
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

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

Heck Capital Advisors sold out of iShares MSCI USA Value Factor ETF (VLUE) in Q1 2025, closing a stake of 675 shares — an estimated $71.3K sold.

Heck Capital Advisors first reported a position in VLUE in Q3 2018 and held it in 4 quarters. The position peaked at $207K in Q3 2018. 421 funds tracked by Wall St. Rank hold VLUE as of Q1 2025.

  • Heck Capital Advisors reported no remaining iShares MSCI USA Value Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 675 iShares MSCI USA Value Factor ETF shares in Q1 2025, an estimated $71.3K.
  • Heck Capital Advisors first reported a position in iShares MSCI USA Value Factor ETF in Q3 2018 and held it in 4 quarters.
  • Heck Capital Advisors's iShares MSCI USA Value Factor ETF position peaked at $207K in Q3 2018.
  • 421 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q1 2025.

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