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McKinley Carter Wealth Services’s iShares MSCI EAFE ETF EFA Stock Holding History

McKinley Carter Wealth Services’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.12M Sell
49,278
-2,924
-6% -$301K 0.26% 77
2026
Q1 		$5.07M Sell
52,202
-17,458
-25% -$1.75M 0.29% 80
2025
Q4 		$6.69M Sell
69,660
-4,300
-6% -$408K 0.37% 63
2025
Q3 		$6.91M Sell
73,960
-628
-0.8% -$57.1K 0.36% 58
2025
Q2 		$6.67M Buy
74,588
+8,135
+12% +$695K 0.37% 57
2025
Q1 		$5.43M Sell
66,453
-22,335
-25% -$1.8M 0.33% 60
2024
Q4 		$6.71M Buy
88,788
+19,736
+29% +$1.56M 0.41% 56
2024
Q3 		$5.77M Sell
69,052
-1,838
-3% -$148K 0.35% 62
2024
Q2 		$5.55M Buy
70,890
+1,594
+2% +$126K 0.35% 63
2024
Q1 		$5.53M Sell
69,296
-3,032
-4% -$232K 0.37% 62
2023
Q4 		$5.45M Buy
72,328
+23,232
+47% +$1.64M 0.4% 58
2023
Q3 		$3.38M Sell
49,096
-2,001
-4% -$143K 0.27% 74
2023
Q2 		$3.7M Buy
51,097
+2,631
+5% +$191K 0.28% 67
2023
Q1 		$3.47M Sell
48,466
-8,830
-15% -$618K 0.27% 69
2022
Q4 		$3.76M Buy
57,296
+36,789
+179% +$2.3M 0.32% 68
2022
Q3 		$1.15M Sell
20,507
-2,193
-10% -$137K 0.11% 121
2022
Q2 		$1.42M Buy
22,700
+505
+2% +$34.4K 0.13% 113
2022
Q1 		$1.63M Buy
22,195
+1,123
+5% +$84K 0.13% 113
2021
Q4 		$1.66M Buy
21,072
+1,898
+10% +$150K 0.12% 118
2021
Q3 		$1.5M Sell
19,174
-287
-1% -$23K 0.12% 121
2021
Q2 		$1.53M Buy
19,461
+65
+0.3% +$5.16K 0.13% 121
2021
Q1 		$1.47M Buy
19,396
+10,263
+112% +$773K 0.13% 125
2020
Q4 		$666K Buy
+9,133
New +$625K 0.09% 150
2014
Q4 		– Sell
-6,382
Closed -$409K – 97
2014
Q3 		$409K Hold
6,382
– – 0.39% 54
2014
Q2 		$436K Buy
6,382
+1,339
+27% +$91.8K 0.46% 48
2014
Q1 		$339K Sell
5,043
-3,448
-41% -$228K 0.37% 62
2013
Q4 		$570K Buy
8,491
+1,618
+24% +$106K 0.56% 55
2013
Q3 		$439K Sell
6,873
-751
-10% -$46K 0.52% 44
2013
Q2 		$437K Buy
+7,624
New +$461K 0.66% 39

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

McKinley Carter Wealth Services's EFA Position: Q2 2026 in Review

McKinley Carter Wealth Services reduced its iShares MSCI EAFE ETF (EFA) stake by 5.6% in Q2 2026, selling an estimated $301K and leaving 49,278 shares worth $5.12M. The position accounts for 0.26% of the portfolio, ranked #77.

McKinley Carter Wealth Services first reported a position in EFA in Q2 2013 and has held it in 29 quarters since. The position peaked at $6.91M in Q3 2025. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • McKinley Carter Wealth Services held 49,278 shares of iShares MSCI EAFE ETF worth $5.12M as of Q2 2026.
  • McKinley Carter Wealth Services sold 2,924 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $301K.
  • iShares MSCI EAFE ETF made up 0.26% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #77 holding.
  • McKinley Carter Wealth Services first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 29 quarters since.
  • McKinley Carter Wealth Services's iShares MSCI EAFE ETF position peaked at $6.91M in Q3 2025.
  • 2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.