McKinley Carter Wealth Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71.3M | Sell |
853,785
-3,337
| -0.4% | -$279K | 3.96% | 5 |
|
|
2025
Q1 | $64.8M | Sell |
857,122
-37,067
| -4% | -$2.8M | 3.98% | 5 |
|
|
2024
Q4 | $62.8M | Buy |
894,189
+53,884
| +6% | +$3.79M | 3.85% | 5 |
|
|
2024
Q3 | $65.6M | Buy |
840,305
+20,170
| +2% | +$1.57M | 3.96% | 4 |
|
|
2024
Q2 | $59.6M | Buy |
820,135
+11,114
| +1% | +$807K | 3.79% | 5 |
|
|
2024
Q1 | $60M | Buy |
809,021
+32,398
| +4% | +$2.4M | 4.01% | 6 |
|
|
2023
Q4 | $54.6M | Buy |
776,623
+6,146
| +0.8% | +$432K | 4% | 6 |
|
|
2023
Q3 | $49.6M | Buy |
770,477
+18,273
| +2% | +$1.18M | 3.94% | 6 |
|
|
2023
Q2 | $50.8M | Buy |
752,204
+8,426
| +1% | +$569K | 3.81% | 6 |
|
|
2023
Q1 | $49.7M | Buy |
743,778
+106,389
| +17% | +$7.11M | 3.89% | 6 |
|
|
2022
Q4 | $39.3M | Sell |
637,389
-27,441
| -4% | -$1.69M | 3.33% | 7 |
|
|
2022
Q3 | $35M | Sell |
664,830
-8,316
| -1% | -$438K | 3.26% | 7 |
|
|
2022
Q2 | $39.6M | Buy |
673,146
+36,795
| +6% | +$2.17M | 3.51% | 6 |
|
|
2022
Q1 | $44.2M | Buy |
636,351
+75,628
| +13% | +$5.26M | 3.46% | 7 |
|
|
2021
Q4 | $41.9M | Buy |
560,723
+71,971
| +15% | +$5.37M | 3.12% | 8 |
|
|
2021
Q3 | $36.3M | Buy |
488,752
+34,994
| +8% | +$2.6M | 2.97% | 8 |
|
|
2021
Q2 | $34M | Buy |
453,758
+37,035
| +9% | +$2.77M | 2.81% | 11 |
|
|
2021
Q1 | $30M | Buy |
416,723
+367,547
| +747% | +$26.5M | 2.57% | 10 |
|
|
2020
Q4 | $3.4M | Buy |
+49,176
| New | +$3.4M | 0.45% | 64 |
|