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B. Riley Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

B. Riley Wealth Advisors’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.37M Buy
32,618
+8,210
+34% +$844K 0.18% 121
2026
Q1 		$2.3M Sell
24,408
-1,400
-5% -$140K 0.15% 147
2025
Q4 		$2.48M Buy
25,808
+3,867
+18% +$367K 0.11% 177
2025
Q3 		$2.05M Sell
21,941
-5,129
-19% -$466K 0.09% 199
2025
Q2 		$2.42M Buy
+27,070
New +$2.31M 0.11% 183
2024
Q4 		$3.86M Sell
50,995
-13,141
-20% -$1.04M 0.13% 174
2024
Q3 		$5.32M Sell
64,136
-8,044
-11% -$647K 0.15% 153
2024
Q2 		$5.65M Sell
72,180
-47,615
-40% -$3.77M 0.14% 149
2024
Q1 		$8.26M Buy
119,795
+39,897
+50% +$3.05M 0.22% 94
2023
Q4 		$6.02M Sell
79,898
-39,897
-33% -$2.82M 0.16% 141
2023
Q3 		$8.26M Buy
119,795
+24,673
+26% +$1.77M 0.22% 94
2023
Q2 		$6.9M Sell
95,122
-6,426
-6% -$467K 0.15% 138
2023
Q1 		$7.26M Sell
101,548
-13,177
-11% -$922K 0.19% 117
2022
Q4 		$7.53M Sell
114,725
-13,223
-10% -$828K 0.21% 109
2022
Q3 		$7.17M Buy
127,948
+97,346
+318% +$6.07M 0.22% 97
2022
Q2 		$1.91M Sell
30,602
-9,603
-24% -$654K 0.08% 252
2022
Q1 		$2.96M Buy
40,205
+3,470
+9% +$260K 0.1% 222
2021
Q4 		$2.89M Buy
36,735
+2,825
+8% +$224K 0.08% 261
2021
Q3 		$2.65M Buy
33,910
+496
+1% +$39.7K 0.08% 269
2021
Q2 		$2.61M Sell
33,414
-4,567
-12% -$363K 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% -$515K 0.14% 169
2020
Q3 		$2.68M Buy
42,757
+18,783
+78% +$1.2M 0.14% 162
2020
Q2 		$1.46M Sell
23,974
-134
-0.6% -$7.75K 0.1% 214
2020
Q1 		$1.29M Buy
24,108
+16,654
+223% +$1.06M 0.11% 192
2019
Q4 		$517K Buy
7,454
+114
+2% +$7.7K 0.04% 424
2019
Q3 		$479K Sell
7,340
-25
-0.3% -$1.61K 0.05% 420
2019
Q2 		$484K Buy
7,365
+144
+2% +$9.42K 0.05% 388
2019
Q1 		$467K Sell
7,221
-6,592
-48% -$415K 0.06% 362
2018
Q4 		$813K Buy
13,813
+773
+6% +$48.3K 0.12% 186
2018
Q3 		$888K Buy
13,040
+6,685
+105% +$451K 0.11% 209
2018
Q2 		$426K Buy
6,355
+1,818
+40% +$127K 0.06% 370
2018
Q1 		$317K Sell
4,537
-114
-2% -$8.13K 0.04% 439
2017
Q4 		$327K Sell
4,651
-616
-12% -$42.8K 0.04% 416
2017
Q3 		$361K Buy
5,267
+1,440
+38% +$96.3K 0.06% 335
2017
Q2 		$250K Sell
3,827
-47
-1% -$3.04K 0.05% 420
2017
Q1 		$242K Sell
3,874
-1,926
-33% -$116K 0.05% 409
2016
Q4 		$336K Buy
5,800
+341
+6% +$19.7K 0.07% 320
2016
Q3 		$324K Sell
5,459
-1,363
-20% -$79K 0.06% 385
2016
Q2 		$382K Sell
6,822
-319
-4% -$18.4K 0.08% 325
2016
Q1 		$408K Buy
7,141
+1,027
+17% +$56.6K 0.09% 264
2015
Q4 		$360K Sell
6,114
-6,398
-51% -$385K 0.07% 311
2015
Q3 		$718K Sell
12,512
-926
-7% -$57.2K 0.17% 160
2015
Q2 		$854K Buy
13,438
+1,515
+13% +$101K 0.21% 125
2015
Q1 		$765K Buy
11,923
+9,473
+387% +$596K 0.19% 145
2014
Q4 		$149 Buy
+2,450
New +$153K ﹤0.01% 1524
2014
Q3 		– Sell
-3,111
Closed -$213K – 974
2014
Q2 		$213K Sell
3,111
-223
-7% -$15.3K 0.05% 427
2014
Q1 		$224K Sell
3,334
-531
-14% -$35.1K 0.07% 347
2013
Q4 		$259K Sell
3,865
-734
-16% -$48K 0.08% 277
2013
Q3 		$293K Sell
4,599
-1,157
-20% -$70.9K 0.1% 227
2013
Q2 		$330K Buy
+5,756
New +$348K 0.11% 207

Other funds holding EFA

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

B. Riley Wealth Advisors's EFA Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 34% in Q2 2026, buying an estimated $844K and bringing the position to 32,618 shares worth $3.37M. The position accounts for 0.18% of the portfolio, ranked #121.

B. Riley Wealth Advisors first reported a position in EFA in Q2 2013 and has held it in 51 quarters since. The position peaked at $8.26M in Q1 2024. 526 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • B. Riley Wealth Advisors held 32,618 shares of iShares MSCI EAFE ETF worth $3.37M as of Q2 2026.
  • B. Riley Wealth Advisors bought 8,210 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $844K.
  • iShares MSCI EAFE ETF made up 0.18% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #121 holding.
  • B. Riley Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 51 quarters since.
  • B. Riley Wealth Advisors's iShares MSCI EAFE ETF position peaked at $8.26M in Q1 2024.
  • 526 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.