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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
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

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

McKinley Carter Wealth Services reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 7.8% in Q1 2026, selling an estimated $245K and leaving 29,461 shares worth $2.82M. The position accounts for 0.16% of the portfolio, ranked #108.

McKinley Carter Wealth Services first reported a position in ESGD in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.27M in Q3 2024. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • McKinley Carter Wealth Services held 29,461 shares of iShares ESG Aware MSCI EAFE ETF worth $2.82M as of Q1 2026.
  • McKinley Carter Wealth Services sold 2,479 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $245K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.16% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #108 holding.
  • McKinley Carter Wealth Services first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2021 and has held it in 21 quarters since.
  • McKinley Carter Wealth Services's iShares ESG Aware MSCI EAFE ETF position peaked at $3.27M in Q3 2024.
  • 745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

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