BRF
IEFA icon

B. Riley Financial’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

B. Riley Financial’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-10,157
Closed -$651K – 145
2018
Q3 		$651K Sell
10,157
-195
-2% -$12.4K 0.18% 82
2018
Q2 		$656K Hold
10,352
– – 0.17% 112
2018
Q1 		$682K Hold
10,352
– – 0.19% 126
2017
Q4 		$684K Buy
10,352
+77
+0.7% +$5.02K 0.18% 133
2017
Q3 		$659K Hold
10,275
– – 0.18% 137
2017
Q2 		$626K Hold
10,275
– – 0.17% 124
2017
Q1 		$595K Hold
10,275
– – 0.3% 70
2016
Q4 		$551K Buy
+10,275
New +$552K 0.37% 60

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

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

B. Riley Financial sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2018, closing a stake of 10,157 shares — an estimated $651K sold.

B. Riley Financial first reported a position in IEFA in Q4 2016 and held it in 8 quarters. The position peaked at $684K in Q4 2017. 892 funds tracked by Wall St. Rank hold IEFA as of Q4 2018.

  • B. Riley Financial reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2018 after selling out during the quarter.
  • B. Riley Financial sold 10,157 iShares Core MSCI EAFE ETF shares in Q4 2018, an estimated $651K.
  • B. Riley Financial first reported a position in iShares Core MSCI EAFE ETF in Q4 2016 and held it in 8 quarters.
  • B. Riley Financial's iShares Core MSCI EAFE ETF position peaked at $684K in Q4 2017.
  • 892 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2018.

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