BRWA
B. Riley Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.42M | Buy |
+27,070
| New | +$2.42M | 0.11% | 176 |
|
|
2024
Q4 | $3.86M | Sell |
50,995
-13,141
| -20% | -$994K | 0.13% | 174 |
|
|
2024
Q3 | $5.32M | Sell |
64,136
-8,044
| -11% | -$668K | 0.15% | 153 |
|
|
2024
Q2 | $5.65M | Sell |
72,180
-47,615
| -40% | -$3.73M | 0.14% | 149 |
|
|
2024
Q1 | $8.26M | Buy |
119,795
+39,897
| +50% | +$2.75M | 0.22% | 94 |
|
|
2023
Q4 | $6.02M | Sell |
79,898
-39,897
| -33% | -$3.01M | 0.16% | 141 |
|
|
2023
Q3 | $8.26M | Buy |
119,795
+24,673
| +26% | +$1.7M | 0.22% | 94 |
|
|
2023
Q2 | $6.9M | Sell |
95,122
-6,426
| -6% | -$466K | 0.15% | 138 |
|
|
2023
Q1 | $7.26M | Sell |
101,548
-13,177
| -11% | -$942K | 0.19% | 117 |
|
|
2022
Q4 | $7.53M | Sell |
114,725
-13,223
| -10% | -$868K | 0.21% | 109 |
|
|
2022
Q3 | $7.17M | Buy |
127,948
+97,346
| +318% | +$5.45M | 0.22% | 97 |
|
|
2022
Q2 | $1.91M | Sell |
30,602
-9,603
| -24% | -$600K | 0.08% | 252 |
|
|
2022
Q1 | $2.96M | Buy |
40,205
+3,470
| +9% | +$256K | 0.1% | 222 |
|
|
2021
Q4 | $2.89M | Buy |
36,735
+2,825
| +8% | +$222K | 0.08% | 261 |
|
|
2021
Q3 | $2.65M | Buy |
33,910
+496
| +1% | +$38.8K | 0.08% | 269 |
|
|
2021
Q2 | $2.61M | Sell |
33,414
-4,567
| -12% | -$357K | 0.08% | 274 |
|
|
2021
Q1 | $2.86M | Buy |
37,981
+2,751
| +8% | +$207K | 0.1% | 229 |
|
|
2020
Q4 | $2.57M | Sell |
35,230
-7,527
| -18% | -$549K | 0.14% | 169 |
|
|
2020
Q3 | $2.68M | Buy |
42,757
+18,783
| +78% | +$1.18M | 0.14% | 162 |
|
|
2020
Q2 | $1.46M | Sell |
23,974
-134
| -0.6% | -$8.16K | 0.1% | 214 |
|
|
2020
Q1 | $1.29M | Buy |
24,108
+16,654
| +223% | +$890K | 0.11% | 192 |
|
|
2019
Q4 | $517K | Buy |
7,454
+114
| +2% | +$7.91K | 0.04% | 424 |
|
|
2019
Q3 | $479K | Sell |
7,340
-25
| -0.3% | -$1.63K | 0.05% | 420 |
|
|
2019
Q2 | $484K | Buy |
7,365
+144
| +2% | +$9.46K | 0.05% | 388 |
|
|
2019
Q1 | $467K | Sell |
7,221
-6,592
| -48% | -$426K | 0.06% | 362 |
|
|
2018
Q4 | $813K | Buy |
13,813
+773
| +6% | +$45.5K | 0.12% | 186 |
|
|
2018
Q3 | $888K | Buy |
13,040
+6,685
| +105% | +$455K | 0.11% | 209 |
|
|
2018
Q2 | $426K | Buy |
6,355
+1,818
| +40% | +$122K | 0.06% | 370 |
|
|
2018
Q1 | $317K | Sell |
4,537
-114
| -2% | -$7.97K | 0.04% | 439 |
|
|
2017
Q4 | $327K | Sell |
4,651
-616
| -12% | -$43.3K | 0.04% | 416 |
|
|
2017
Q3 | $361K | Buy |
5,267
+1,440
| +38% | +$98.7K | 0.06% | 335 |
|
|
2017
Q2 | $250K | Sell |
3,827
-47
| -1% | -$3.07K | 0.05% | 420 |
|
|
2017
Q1 | $242K | Sell |
3,874
-1,926
| -33% | -$120K | 0.05% | 409 |
|
|
2016
Q4 | $336K | Buy |
5,800
+341
| +6% | +$19.8K | 0.07% | 320 |
|
|
2016
Q3 | $324K | Sell |
5,459
-1,363
| -20% | -$80.9K | 0.06% | 385 |
|
|
2016
Q2 | $382K | Sell |
6,822
-319
| -4% | -$17.9K | 0.08% | 325 |
|
|
2016
Q1 | $408K | Buy |
7,141
+1,027
| +17% | +$58.7K | 0.09% | 264 |
|
|
2015
Q4 | $360K | Sell |
6,114
-6,398
| -51% | -$377K | 0.07% | 311 |
|
|
2015
Q3 | $718K | Sell |
12,512
-926
| -7% | -$53.1K | 0.17% | 160 |
|
|
2015
Q2 | $854K | Buy |
13,438
+1,515
| +13% | +$96.3K | 0.21% | 125 |
|
|
2015
Q1 | $765K | Buy |
11,923
+9,473
| +387% | +$608K | 0.19% | 145 |
|
|
2014
Q4 | $149 | Buy |
+2,450
| New | +$149 | ﹤0.01% | 1522 |
|
|
2014
Q3 | – | Sell |
-3,111
| Closed | -$213K | – | 975 |
|
|
2014
Q2 | $213K | Sell |
3,111
-223
| -7% | -$15.2K | 0.05% | 427 |
|
|
2014
Q1 | $224K | Sell |
3,334
-531
| -14% | -$35.7K | 0.07% | 347 |
|
|
2013
Q4 | $259K | Sell |
3,865
-734
| -16% | -$49.2K | 0.08% | 277 |
|
|
2013
Q3 | $293K | Sell |
4,599
-1,157
| -20% | -$73.7K | 0.1% | 227 |
|
|
2013
Q2 | $330K | Buy |
+5,756
| New | +$330K | 0.11% | 207 |
|