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

McKinley Carter Wealth Services’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.45M Sell
31,010
-3,197
-9% -$376K 0.2% 95
2025
Q4 		$3.9M Sell
34,207
-3,924
-10% -$450K 0.22% 86
2025
Q3 		$4.34M Sell
38,131
-2,510
-6% -$280K 0.23% 78
2025
Q2 		$4.55M Sell
40,641
-7,499
-16% -$791K 0.25% 74
2025
Q1 		$4.81M Sell
48,140
-271,989
-85% -$27.7M 0.3% 66
2024
Q4 		$31M Buy
320,129
+4,645
+1% +$472K 1.9% 12
2024
Q3 		$34M Buy
315,484
+37,143
+13% +$3.85M 2.05% 11
2024
Q2 		$28.5M Buy
278,341
+4,739
+2% +$484K 1.81% 10
2024
Q1 		$28.4M Buy
273,602
+10,380
+4% +$1.03M 1.9% 9
2023
Q4 		$25.5M Sell
263,222
-4,612
-2% -$413K 1.87% 10
2023
Q3 		$23.1M Buy
267,834
+6,548
+3% +$604K 1.84% 10
2023
Q2 		$24.9M Buy
261,286
+5,382
+2% +$512K 1.87% 12
2023
Q1 		$24M Buy
255,904
+7,679
+3% +$691K 1.87% 12
2022
Q4 		$20.8M Buy
248,225
+5,750
+2% +$465K 1.76% 12
2022
Q3 		$17.6M Buy
242,475
+225,373
+1,318% +$18.4M 1.64% 15
2022
Q2 		$1.38M Sell
17,102
-3,033
-15% -$263K 0.12% 115
2022
Q1 		$1.94M Sell
20,135
-701
-3% -$68.9K 0.15% 102
2021
Q4 		$2.3M Sell
20,836
-6,765
-25% -$741K 0.17% 98
2021
Q3 		$2.94M Sell
27,601
-666
-2% -$73.3K 0.24% 83
2021
Q2 		$3.03M Sell
28,267
-14,637
-34% -$1.56M 0.25% 84
2021
Q1 		$4.31M Sell
42,904
-22,190
-34% -$2.26M 0.37% 67
2020
Q4 		$6.57M Buy
+65,094
New +$6.16M 0.86% 26

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

McKinley Carter Wealth Services's EFG Position: Q1 2026 in Review

McKinley Carter Wealth Services reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 9.3% in Q1 2026, selling an estimated $376K and leaving 31,010 shares worth $3.45M. The position accounts for 0.2% of the portfolio, ranked #95.

McKinley Carter Wealth Services first reported a position in EFG in Q4 2020 and has held it in 22 quarters since. The position peaked at $34M in Q3 2024. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • McKinley Carter Wealth Services held 31,010 shares of iShares MSCI EAFE Growth ETF worth $3.45M as of Q1 2026.
  • McKinley Carter Wealth Services sold 3,197 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $376K.
  • iShares MSCI EAFE Growth ETF made up 0.2% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #95 holding.
  • McKinley Carter Wealth Services first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • McKinley Carter Wealth Services's iShares MSCI EAFE Growth ETF position peaked at $34M in Q3 2024.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.