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McKinley Carter Wealth Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

McKinley Carter Wealth Services’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$34.1M Sell
376,669
-270,564
-42% -$25.3M 1.97% 8
2025
Q4 		$57.9M Sell
647,233
-204,542
-24% -$18.1M 3.23% 6
2025
Q3 		$74.4M Sell
851,775
-2,010
-0.2% -$171K 3.9% 5
2025
Q2 		$71.3M Sell
853,785
-3,337
-0.4% -$265K 3.96% 5
2025
Q1 		$64.8M Sell
857,122
-37,067
-4% -$2.77M 3.98% 5
2024
Q4 		$62.8M Buy
894,189
+53,884
+6% +$3.98M 3.85% 5
2024
Q3 		$65.6M Buy
840,305
+20,170
+2% +$1.51M 3.96% 4
2024
Q2 		$59.6M Buy
820,135
+11,114
+1% +$818K 3.79% 5
2024
Q1 		$60M Buy
809,021
+32,398
+4% +$2.31M 4.01% 6
2023
Q4 		$54.6M Buy
776,623
+6,146
+0.8% +$405K 4% 6
2023
Q3 		$49.6M Buy
770,477
+18,273
+2% +$1.22M 3.94% 6
2023
Q2 		$50.8M Buy
752,204
+8,426
+1% +$571K 3.81% 6
2023
Q1 		$49.7M Buy
743,778
+106,389
+17% +$6.97M 3.89% 6
2022
Q4 		$39.3M Sell
637,389
-27,441
-4% -$1.62M 3.33% 7
2022
Q3 		$35M Sell
664,830
-8,316
-1% -$489K 3.26% 7
2022
Q2 		$39.6M Buy
673,146
+36,795
+6% +$2.36M 3.51% 6
2022
Q1 		$44.2M Buy
636,351
+75,628
+13% +$5.35M 3.46% 7
2021
Q4 		$41.9M Buy
560,723
+71,971
+15% +$5.41M 3.12% 8
2021
Q3 		$36.3M Buy
488,752
+34,994
+8% +$2.66M 2.97% 8
2021
Q2 		$34M Buy
453,758
+37,035
+9% +$2.8M 2.81% 11
2021
Q1 		$30M Buy
416,723
+367,547
+747% +$26.3M 2.57% 10
2020
Q4 		$3.4M Buy
+49,176
New +$3.18M 0.45% 64

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

McKinley Carter Wealth Services reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 42% in Q1 2026, selling an estimated $25.3M and leaving 376,669 shares worth $34.1M. The position accounts for 1.97% of the portfolio, ranked #8.

McKinley Carter Wealth Services first reported a position in IEFA in Q4 2020 and has held it in 22 quarters since. The position peaked at $74.4M in Q3 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • McKinley Carter Wealth Services held 376,669 shares of iShares Core MSCI EAFE ETF worth $34.1M as of Q1 2026.
  • McKinley Carter Wealth Services sold 270,564 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $25.3M.
  • iShares Core MSCI EAFE ETF made up 1.97% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #8 holding.
  • McKinley Carter Wealth Services first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 22 quarters since.
  • McKinley Carter Wealth Services's iShares Core MSCI EAFE ETF position peaked at $74.4M in Q3 2025.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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