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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
Q2 		$1.71M Sell
16,414
-4,455
-21% -$458K 1.01% 22
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Athena Investment Management's EFA Position: Q2 2026 in Review

Athena Investment Management reduced its iShares MSCI EAFE ETF (EFA) stake by 21% in Q2 2026, selling an estimated $458K and leaving 16,414 shares worth $1.71M. The position accounts for 1.01% of the portfolio, ranked #22.

Athena Investment Management first reported a position in EFA in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.03M in Q1 2026. 2,267 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Athena Investment Management held 16,414 shares of iShares MSCI EAFE ETF worth $1.71M as of Q2 2026.
  • Athena Investment Management sold 4,455 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $458K.
  • iShares MSCI EAFE ETF made up 1.01% of Athena Investment Management's portfolio in Q2 2026, its #22 holding.
  • Athena Investment Management first reported a position in iShares MSCI EAFE ETF in Q1 2022 and has held it in 18 quarters since.
  • Athena Investment Management's iShares MSCI EAFE ETF position peaked at $2.03M in Q1 2026.
  • 2,267 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Athena Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.