Athena Investment Management’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Athena Investment Management’s Portfolio EMXC Stock Details EMXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$389K	Hold	4,940	–	–	0.2%	103
2025 Q4	$359K	Hold	4,940	–	–	0.18%	109
2025 Q3	$333K	Sell	4,940 -19	-0.4%	-$1.23K	0.17%	111
2025 Q2	$313K	Hold	4,959	–	–	0.18%	116
2025 Q1	$273K	Hold	4,959	–	–	0.17%	120
2024 Q4	$275K	Hold	4,959	–	–	0.16%	121
2024 Q3	$303K	Hold	4,959	–	–	0.17%	120
2024 Q2	$294K	Buy	4,959 +150	+3%	+$8.64K	0.18%	117
2024 Q1	$277K	Hold	4,809	–	–	0.17%	123
2023 Q4	$266K	Hold	4,809	–	–	0.17%	121
2023 Q3	$240K	Buy	4,809 +2	+0%	+$104	0.17%	121
2023 Q2	$250K	Hold	4,807	–	–	0.17%	125
2023 Q1	$237K	Hold	4,807	–	–	0.17%	124
2022 Q4	$228K	Hold	4,807	–	–	0.17%	124
2022 Q3	$213K	Hold	4,807	–	–	0.18%	121
2022 Q2	$230K	Buy	+4,807	New	+$256K	0.18%	118

Other funds holding EMXC

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Athena Investment Management held its iShares MSCI Emerging Markets ex China ETF (EMXC) position steady in Q1 2026 at 4,940 shares worth $389K. The position accounts for 0.2% of the portfolio, ranked #103.

Athena Investment Management first reported a position in EMXC in Q2 2022 and has held it in 16 quarters since. 926 funds tracked by Wall St. Rank hold EMXC as of Q1 2026.

Athena Investment Management held 4,940 shares of iShares MSCI Emerging Markets ex China ETF worth $389K as of Q1 2026.
Athena Investment Management left its iShares MSCI Emerging Markets ex China ETF share count unchanged in Q1 2026.
iShares MSCI Emerging Markets ex China ETF made up 0.2% of Athena Investment Management's portfolio in Q1 2026, its #103 holding.
Athena Investment Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2022 and has held it in 16 quarters since.
926 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2026.

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