AHL Investment Management’s iShares MSCI EAFE ETF EFA Stock Holding History

AHL Investment Management’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$361K	Hold	3,869	–	–	0.25%	54
2025 Q2	$346K	Hold	3,869	–	–	0.23%	54
2025 Q1	$316K	Hold	3,869	–	–	0.22%	58
2024 Q4	$293K	Sell	3,869 -41	-1%	-$3.25K	0.2%	58
2024 Q3	$327K	Sell	3,910 -375	-9%	-$30.2K	0.23%	57
2024 Q2	$336K	Hold	4,285	–	–	0.25%	57
2024 Q1	$342K	Sell	4,285 -780	-15%	-$59.7K	0.26%	51
2023 Q4	$382K	Hold	5,065	–	–	0.31%	48
2023 Q3	$349K	Hold	5,065	–	–	0.31%	47
2023 Q2	$367K	Hold	5,065	–	–	0.33%	45
2023 Q1	$362K	Hold	5,065	–	–	0.33%	48
2022 Q4	$332K	Hold	5,065	–	–	0.31%	49
2022 Q3	$284K	Hold	5,065	–	–	0.29%	48
2022 Q2	$317K	Hold	5,065	–	–	0.32%	46
2022 Q1	$373K	Hold	5,065	–	–	0.34%	46
2021 Q4	$399K	Buy	+5,065	New	+$401K	0.36%	47

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AHL Investment Management's EFA Position: Q3 2025 in Review

AHL Investment Management held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2025 at 3,869 shares worth $361K. The position accounts for 0.25% of the portfolio, ranked #54.

AHL Investment Management first reported a position in EFA in Q4 2021 and has held it in 16 quarters since. The position peaked at $399K in Q4 2021. 2,041 funds tracked by Wall St. Rank hold EFA as of Q3 2025.

AHL Investment Management held 3,869 shares of iShares MSCI EAFE ETF worth $361K as of Q3 2025.
AHL Investment Management left its iShares MSCI EAFE ETF share count unchanged in Q3 2025.
iShares MSCI EAFE ETF made up 0.25% of AHL Investment Management's portfolio in Q3 2025, its #54 holding.
AHL Investment Management first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 16 quarters since.
AHL Investment Management's iShares MSCI EAFE ETF position peaked at $399K in Q4 2021.
2,041 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2025.

Based on AHL Investment Management's 13F filing for Q3 2025, filed 2 Oct 2025.