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

Athena 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
2026 Q1	$2.03M	Hold	20,869	–	–	1.05%	19
2025 Q4	$2M	Hold	20,869	–	–	1.03%	18
2025 Q3	$1.95M	Hold	20,869	–	–	1.02%	19
2025 Q2	$1.87M	Hold	20,869	–	–	1.04%	18
2025 Q1	$1.71M	Hold	20,869	–	–	1.03%	18
2024 Q4	$1.58M	Hold	20,869	–	–	0.91%	16
2024 Q3	$1.75M	Hold	20,869	–	–	0.99%	16
2024 Q2	$1.63M	Sell	20,869 -10	-0%	-$792	0.99%	15
2024 Q1	$1.67M	Hold	20,879	–	–	1%	16
2023 Q4	$1.57M	Sell	20,879 -6	-0%	-$424	1.02%	16
2023 Q3	$1.44M	Sell	20,885 -7	-0%	-$501	1.03%	18
2023 Q2	$1.51M	Hold	20,892	–	–	1.04%	18
2023 Q1	$1.49M	Sell	20,892 -7	-0%	-$490	1.07%	17
2022 Q4	$1.37M	Buy	20,899 +441	+2%	+$27.6K	1.01%	21
2022 Q3	$1.15M	Sell	20,458 -521	-2%	-$32.5K	0.96%	22
2022 Q2	$1.31M	Buy	20,979 +390	+2%	+$26.5K	1.03%	21
2022 Q1	$1.52M	Buy	+20,589	New	+$1.54M	1.18%	16

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

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

NMIMC

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

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

Athena Investment Management's EFA Position: Q1 2026 in Review

Athena Investment Management held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 20,869 shares worth $2.03M. The position accounts for 1.05% of the portfolio, ranked #19.

Athena Investment Management first reported a position in EFA in Q1 2022 and has held it in 17 quarters since. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Athena Investment Management held 20,869 shares of iShares MSCI EAFE ETF worth $2.03M as of Q1 2026.
Athena Investment Management left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
iShares MSCI EAFE ETF made up 1.05% of Athena Investment Management's portfolio in Q1 2026, its #19 holding.
Athena Investment Management first reported a position in iShares MSCI EAFE ETF in Q1 2022 and has held it in 17 quarters since.
2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Athena Investment Management's 13F filing for Q1 2026, filed 12 May 2026.