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B. Riley Financial’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

B. Riley Financial’s Portfolio EFAV Stock Details EFAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-7,527
Closed -$548K – 129
2018
Q3 		$548K Sell
7,527
-1,711
-19% -$123K 0.16% 89
2018
Q2 		$657K Buy
9,238
+407
+5% +$29.9K 0.17% 110
2018
Q1 		$651K Sell
8,831
-859
-9% -$63.4K 0.18% 131
2017
Q4 		$707K Sell
9,690
-228
-2% -$16.4K 0.18% 129
2017
Q3 		$705K Buy
9,918
+1,099
+12% +$77.4K 0.19% 129
2017
Q2 		$611K Hold
8,819
– – 0.17% 131
2017
Q1 		$582K Hold
8,819
– – 0.29% 72
2016
Q4 		$540K Buy
8,819
+1,289
+17% +$81.5K 0.36% 62
2016
Q3 		$509K Hold
7,530
– – 0.33% 59
2016
Q2 		$500K Hold
7,530
– – 0.29% 59
2016
Q1 		$500K Sell
7,530
-794
-10% -$50.5K 0.37% 57
2015
Q4 		$540K Buy
+8,324
New +$542K 0.39% 57

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

B. Riley Financial's EFAV Position: Q4 2018 in Review

B. Riley Financial sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2018, closing a stake of 7,527 shares — an estimated $548K sold.

B. Riley Financial first reported a position in EFAV in Q4 2015 and held it in 12 quarters. The position peaked at $707K in Q4 2017. 413 funds tracked by Wall St. Rank hold EFAV as of Q4 2018.

  • B. Riley Financial reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2018 after selling out during the quarter.
  • B. Riley Financial sold 7,527 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2018, an estimated $548K.
  • B. Riley Financial first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2015 and held it in 12 quarters.
  • B. Riley Financial's iShares MSCI EAFE Min Vol Factor ETF position peaked at $707K in Q4 2017.
  • 413 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2018.

Based on B. Riley Financial's 13F filing for Q4 2018, filed 7 Feb 2019.