Number of Shares
857,122.00
Current Holdings Value*
$64.84 Mil
% of Portfolio
3.98%
Total Estimate Gain
$10.80 Mil
% of Total Estimate Gain
16.46%

McKinley Carter Wealth Services, Inc.'s iShares Core MSCI EAFE ETF Holding Summary

As of 2025-03-31, McKinley Carter Wealth Services, Inc. held 857,122.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $64.84 Mil. This investment constitutes 3.98% of their stock portfolio, and McKinley Carter Wealth Services, Inc. now holds 0.05% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2020Q4. And since then McKinley Carter Wealth Services, Inc. has made 15 purchases of IEFA, at an average price of $70.57, for a total of 929,946.00 shares. In addition, there have been 3 sales at an average price of $66.86 for 72,824.00 shares. Based on historical transaction data and IEFA's current price of $83.49, McKinley Carter Wealth Services, Inc.'s estimated gain on his IEFA holdings is $10.80 Mil, reflecting a 16.46% gain to date.

McKinley Carter Wealth Services, Inc. IEFA ($83.49) Holding Chart

McKinley Carter Wealth Services, Inc. IEFA ($83.49) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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