McKinley Carter Wealth Services
ESGD icon

McKinley Carter Wealth Services’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

McKinley Carter Wealth Services’s Portfolio ESGD Stock Details ESGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.03M Sell
29,383
-623
-2% -$65.4K 0.15% 100
2026
Q2 		$3.08M Buy
30,006
+545
+2% +$55.4K 0.16% 101
2026
Q1 		$2.82M Sell
29,461
-2,479
-8% -$245K 0.16% 108
2025
Q4 		$3.04M Sell
31,940
-3,016
-9% -$284K 0.17% 100
2025
Q3 		$3.25M Sell
34,956
-30
-0.1% -$2.71K 0.17% 95
2025
Q2 		$3.12M Sell
34,986
-2,493
-7% -$213K 0.17% 90
2025
Q1 		$3.06M Sell
37,479
-4,473
-11% -$361K 0.19% 84
2024
Q4 		$3.19M Buy
41,952
+3,079
+8% +$245K 0.2% 84
2024
Q3 		$3.27M Buy
38,873
+273
+0.7% +$22.1K 0.2% 89
2024
Q2 		$3.04M Sell
38,600
-568
-1% -$45.1K 0.19% 91
2024
Q1 		$3.13M Sell
39,168
-1,475
-4% -$113K 0.21% 90
2023
Q4 		$3.07M Buy
40,643
+5,804
+17% +$411K 0.22% 83
2023
Q3 		$2.41M Sell
34,839
-603
-2% -$43.4K 0.19% 93
2023
Q2 		$2.58M Sell
35,442
-2,185
-6% -$159K 0.19% 89
2023
Q1 		$2.7M Buy
37,627
+1,403
+4% +$98.5K 0.21% 83
2022
Q4 		$2.38M Buy
36,224
+31
+0.1% +$1.95K 0.2% 90
2022
Q3 		$2.03M Buy
36,193
+1,805
+5% +$113K 0.19% 88
2022
Q2 		$2.16M Buy
34,388
+4,181
+14% +$285K 0.19% 88
2022
Q1 		$2.23M Buy
30,207
+3,808
+14% +$287K 0.17% 95
2021
Q4 		$2.1M Buy
26,399
+18,085
+218% +$1.44M 0.16% 103
2021
Q3 		$652K Buy
8,314
+1,850
+29% +$149K 0.05% 166
2021
Q2 		$511K Buy
6,464
+3,263
+102% +$260K 0.04% 184
2021
Q1 		$243K Buy
+3,201
New +$241K 0.02% 264

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IMPACTfolio
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Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Bond & Devick Financial Network
Bond & Devick Financial Network St. Louis Park, Minnesota $414M AUM 11.64% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
High Note Wealth
High Note Wealth Deephaven, Minnesota $610M AUM 17.21% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

McKinley Carter Wealth Services's ESGD Position: Q3 2026 in Review

McKinley Carter Wealth Services reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 2.1% in Q3 2026, selling an estimated $65.4K and leaving 29,383 shares worth $3.03M. The position accounts for 0.15% of the portfolio, ranked #100.

McKinley Carter Wealth Services first reported a position in ESGD in Q1 2021 and has held it in 23 quarters since. The position peaked at $3.27M in Q3 2024. 333 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • McKinley Carter Wealth Services held 29,383 shares of iShares ESG Aware MSCI EAFE ETF worth $3.03M as of Q3 2026.
  • McKinley Carter Wealth Services sold 623 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $65.4K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.15% of McKinley Carter Wealth Services's portfolio in Q3 2026, its #100 holding.
  • McKinley Carter Wealth Services first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2021 and has held it in 23 quarters since.
  • McKinley Carter Wealth Services's iShares ESG Aware MSCI EAFE ETF position peaked at $3.27M in Q3 2024.
  • 333 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q3 2026, filed 16 Oct 2026.