MCWS
GRID

McKinley Carter Wealth Services’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

McKinley Carter Wealth Services’s Portfolio GRID Stock Details GRID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.3M Buy
85,108
+5,662
+7% +$1.06M 0.84% 24
2026
Q1 		$13M Buy
79,446
+58,914
+287% +$9.79M 0.75% 27
2025
Q4 		$3.14M Buy
20,532
+13,528
+193% +$2.08M 0.18% 97
2025
Q3 		$1.06M Buy
7,004
+832
+13% +$120K 0.06% 171
2025
Q2 		$858K Buy
6,172
+2
+0% +$248 0.05% 174
2025
Q1 		$698K Sell
6,170
-2,458
-28% -$294K 0.04% 179
2024
Q4 		$1.03M Buy
8,628
+302
+4% +$37.6K 0.06% 153
2024
Q3 		$1.06M Sell
8,326
-85
-1% -$10.1K 0.06% 157
2024
Q2 		$972K Buy
8,411
+412
+5% +$48K 0.06% 159
2024
Q1 		$917K Sell
7,999
-194
-2% -$20.6K 0.06% 157
2023
Q4 		$858K Sell
8,193
-1,805
-18% -$171K 0.06% 156
2023
Q3 		$939K Buy
9,998
+1
+0% +$101 0.07% 149
2023
Q2 		$1.05M Buy
+9,997
New +$990K 0.08% 144

Other funds holding GRID

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

McKinley Carter Wealth Services increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 7.1% in Q2 2026, buying an estimated $1.06M and bringing the position to 85,108 shares worth $16.3M. The position accounts for 0.84% of the portfolio, ranked #24.

McKinley Carter Wealth Services first reported a position in GRID in Q2 2023 and has held it in 13 quarters since. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • McKinley Carter Wealth Services held 85,108 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $16.3M as of Q2 2026.
  • McKinley Carter Wealth Services bought 5,662 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $1.06M.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.84% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #24 holding.
  • McKinley Carter Wealth Services first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q2 2023 and has held it in 13 quarters since.
  • 627 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

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