Athena Investment Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$607K	Hold	7,380	–	–	0.36%	68
2026 Q1	$579K	Sell	7,380 -260	-3%	-$21.1K	0.3%	80
2025 Q4	$592K	Hold	7,640	–	–	0.3%	83
2025 Q3	$586K	Sell	7,640 -275	-3%	-$20.6K	0.31%	81
2025 Q2	$575K	Hold	7,915	–	–	0.32%	80
2025 Q1	$503K	Sell	7,915 -330	-4%	-$20.8K	0.3%	78
2024 Q4	$501K	Buy	8,245 +1,600	+24%	+$102K	0.29%	80
2024 Q3	$450K	Hold	6,645	–	–	0.26%	94
2024 Q2	$410K	Sell	6,645 -320	-5%	-$20.1K	0.25%	96
2024 Q1	$441K	Hold	6,965	–	–	0.26%	88
2023 Q4	$431K	Hold	6,965	–	–	0.28%	84
2023 Q3	$393K	Hold	6,965	–	–	0.28%	85
2023 Q2	$411K	Hold	6,965	–	–	0.28%	85
2023 Q1	$414K	Hold	6,965	–	–	0.3%	76
2022 Q4	$393K	Hold	6,965	–	–	0.29%	82
2022 Q3	$340K	Hold	6,965	–	–	0.29%	84
2022 Q2	$380K	Buy	6,965 +470	+7%	+$28.4K	0.3%	81
2022 Q1	$430K	Buy	+6,495	New	+$441K	0.33%	68

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Athena Investment Management held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 7,380 shares worth $607K. The position accounts for 0.36% of the portfolio, ranked #68.

Athena Investment Management first reported a position in SCZ in Q1 2022 and has held it in 18 quarters since. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Athena Investment Management held 7,380 shares of iShares MSCI EAFE Small-Cap ETF worth $607K as of Q2 2026.
Athena Investment Management left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.36% of Athena Investment Management's portfolio in Q2 2026, its #68 holding.
Athena Investment Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2022 and has held it in 18 quarters since.
772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

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