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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
Q2 		$563K Buy
12,870
+6,200
+93% +$249K 0.03% 225
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CWM
Cedar Wealth Management Walnut Creek, California $389M AUM 25.02% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CCM
Chaney Capital Management Lynnwood, Washington $318M AUM 20.52% 1-Year Est. Return

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

McKinley Carter Wealth Services increased its Invesco S&P International Developed Quality ETF (IDHQ) stake by 93% in Q2 2026, buying an estimated $249K and bringing the position to 12,870 shares worth $563K. The position accounts for 0.03% of the portfolio, ranked #225.

McKinley Carter Wealth Services first reported a position in IDHQ in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.06M in Q3 2024. 124 funds tracked by Wall St. Rank hold IDHQ as of Q2 2026.

  • McKinley Carter Wealth Services held 12,870 shares of Invesco S&P International Developed Quality ETF worth $563K as of Q2 2026.
  • McKinley Carter Wealth Services bought 6,200 Invesco S&P International Developed Quality ETF shares in Q2 2026, an estimated $249K.
  • Invesco S&P International Developed Quality ETF made up 0.03% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #225 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 15 quarters since.
  • McKinley Carter Wealth Services's Invesco S&P International Developed Quality ETF position peaked at $1.06M in Q3 2024.
  • 124 funds tracked by Wall St. Rank held Invesco S&P International Developed Quality ETF as of Q2 2026.

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