BRF
EFG icon

B. Riley Financial’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

B. Riley Financial’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-3,576
Closed -$286K – 210
2018
Q2 		$286K Sell
3,576
-1,450
-29% -$117K 0.08% 232
2018
Q1 		$404K Buy
5,026
+165
+3% +$13.5K 0.11% 180
2017
Q4 		$392K Sell
4,861
-1,820
-27% -$144K 0.1% 195
2017
Q3 		$517K Buy
+6,681
New +$506K 0.14% 157

Other funds holding EFG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

B. Riley Financial's EFG Position: Q3 2018 in Review

B. Riley Financial sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2018, closing a stake of 3,576 shares — an estimated $286K sold.

B. Riley Financial first reported a position in EFG in Q3 2017 and held it in 4 quarters. The position peaked at $517K in Q3 2017. 297 funds tracked by Wall St. Rank hold EFG as of Q3 2018.

  • B. Riley Financial reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2018 after selling out during the quarter.
  • B. Riley Financial sold 3,576 iShares MSCI EAFE Growth ETF shares in Q3 2018, an estimated $286K.
  • B. Riley Financial first reported a position in iShares MSCI EAFE Growth ETF in Q3 2017 and held it in 4 quarters.
  • B. Riley Financial's iShares MSCI EAFE Growth ETF position peaked at $517K in Q3 2017.
  • 297 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2018.

Based on B. Riley Financial's 13F filing for Q3 2018, filed 13 Nov 2018.