McKinley Carter Wealth Services’s Invesco S&P International Developed Quality ETF IDHQ Stock Holding History

McKinley Carter Wealth Services’s Portfolio IDHQ Stock Details IDHQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$236K	Sell	6,670 -4,866	-42%	-$181K	0.01%	285
2025 Q4	$406K	Sell	11,536 -1,106	-9%	-$38.2K	0.02%	239
2025 Q3	$425K	Sell	12,642 -435	-3%	-$14.3K	0.02%	235
2025 Q2	$431K	Sell	13,077 -2,083	-14%	-$65.4K	0.02%	229
2025 Q1	$454K	Sell	15,160 -19,770	-57%	-$597K	0.03%	215
2024 Q4	$989K	Buy	34,930 +1,581	+5%	+$47.3K	0.06%	156
2024 Q3	$1.06M	Buy	33,349 +189	+0.6%	+$5.85K	0.06%	158
2024 Q2	$1.01M	Buy	33,160 +44	+0.1%	+$1.34K	0.06%	156
2024 Q1	$1.02M	Buy	33,116 +128	+0.4%	+$3.77K	0.07%	152
2023 Q4	$943K	Buy	32,988 +12,424	+60%	+$332K	0.07%	150
2023 Q3	$533K	Buy	20,564 +1,143	+6%	+$30.8K	0.04%	196
2023 Q2	$526K	Buy	19,421 +40	+0.2%	+$1.07K	0.04%	201
2023 Q1	$512K	Sell	19,381 -1,643	-8%	-$42.6K	0.04%	202
2022 Q4	$520K	Buy	+21,024	New	+$497K	0.04%	195

Other funds holding IDHQ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

CWM

Cedar Wealth Management Walnut Creek, California $344M AUM 18.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CCM

Chaney Capital Management Lynnwood, Washington $284M AUM 15.54% 1-Year Est. Return

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

McKinley Carter Wealth Services reduced its Invesco S&P International Developed Quality ETF (IDHQ) stake by 42% in Q1 2026, selling an estimated $181K and leaving 6,670 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #285.

McKinley Carter Wealth Services first reported a position in IDHQ in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.06M in Q3 2024. 119 funds tracked by Wall St. Rank hold IDHQ as of Q1 2026.

McKinley Carter Wealth Services held 6,670 shares of Invesco S&P International Developed Quality ETF worth $236K as of Q1 2026.
McKinley Carter Wealth Services sold 4,866 Invesco S&P International Developed Quality ETF shares in Q1 2026, an estimated $181K.
Invesco S&P International Developed Quality ETF made up 0.01% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #285 holding.
McKinley Carter Wealth Services first reported a position in Invesco S&P International Developed Quality ETF in Q4 2022 and has held it in 14 quarters since.
McKinley Carter Wealth Services's Invesco S&P International Developed Quality ETF position peaked at $1.06M in Q3 2024.
119 funds tracked by Wall St. Rank held Invesco S&P International Developed Quality ETF as of Q1 2026.

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