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

B. Riley Wealth Advisors’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
2024
Q2 		– Sell
-3,098
Closed -$202K – 1446
2024
Q1 		$202K Buy
+3,098
New +$216K 0.01% 1273
2023
Q4 		– Sell
-3,098
Closed -$202K – 1428
2023
Q3 		$202K Sell
3,098
-353
-10% -$23.7K 0.01% 1273
2023
Q2 		$233K Buy
3,451
+23
+0.7% +$1.59K 0.01% 1269
2023
Q1 		$232K Sell
3,428
-540
-14% -$35.5K 0.01% 1216
2022
Q4 		$252K Sell
3,968
-205
-5% -$12.5K 0.01% 1132
2022
Q3 		$238K Sell
4,173
-282
-6% -$17.7K 0.01% 1137
2022
Q2 		$282K Sell
4,455
-1,109
-20% -$74.5K 0.01% 901
2022
Q1 		$402K Sell
5,564
-296
-5% -$21.5K 0.01% 867
2021
Q4 		$450K Sell
5,860
-46
-0.8% -$3.51K 0.01% 873
2021
Q3 		$445K Sell
5,906
-12
-0.2% -$932 0.01% 833
2021
Q2 		$448K Sell
5,918
-282
-5% -$21.2K 0.01% 822
2021
Q1 		$453K Buy
6,200
+1,943
+46% +$143K 0.02% 783
2020
Q4 		$313K Buy
4,257
+343
+9% +$24.2K 0.02% 730
2020
Q3 		$267K Sell
3,914
-612
-14% -$41.7K 0.01% 742
2020
Q2 		$299K Sell
4,526
-53
-1% -$3.44K 0.02% 634
2020
Q1 		$285K Sell
4,579
-9,740
-68% -$684K 0.02% 554
2019
Q4 		$1.07M Buy
14,319
+1,355
+10% +$101K 0.09% 233
2019
Q3 		$950K Buy
12,964
+1,325
+11% +$95.9K 0.09% 228
2019
Q2 		$846K Buy
11,639
+7,851
+207% +$565K 0.09% 230
2019
Q1 		$273K Sell
3,788
-1,308
-26% -$91.6K 0.03% 538
2018
Q4 		$341K Buy
5,096
+191
+4% +$13.1K 0.05% 400
2018
Q3 		$358K Sell
4,905
-167
-3% -$12K 0.04% 439
2018
Q2 		$361K Sell
5,072
-185
-4% -$13.6K 0.05% 404
2018
Q1 		$389K Buy
5,257
+624
+13% +$46K 0.05% 378
2017
Q4 		$339K Buy
+4,633
New +$334K 0.05% 407
2017
Q1 		– Sell
-24,256
Closed -$1.49M – 535
2016
Q4 		$1.49M Sell
24,256
-483
-2% -$30.5K 0.3% 90
2016
Q3 		$1.67M Buy
24,739
+2,168
+10% +$146K 0.33% 72
2016
Q2 		$1.5M Buy
22,571
+1,011
+5% +$67.6K 0.3% 77
2016
Q1 		$1.43M Buy
21,560
+17,062
+379% +$1.09M 0.33% 71
2015
Q4 		$292K Sell
4,498
-289
-6% -$18.8K 0.06% 370
2015
Q3 		$299K Buy
4,787
+1,647
+52% +$107K 0.07% 352
2015
Q2 		$207K Sell
3,140
-1,479
-32% -$100K 0.05% 447
2015
Q1 		$304K Buy
4,619
+145
+3% +$9.39K 0.07% 353
2014
Q4 		$276 Buy
+4,474
New +$280K 0.01% 1159
2014
Q3 		– Sell
-50
Closed -$3.27K – 975
2014
Q2 		$3.27K Sell
50
-1,750
-97% -$113K ﹤0.01% 2150
2014
Q1 		$113K Buy
+1,800
New +$110K 0.03% 581

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

B. Riley Wealth Advisors's EFAV Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2024, closing a stake of 3,098 shares — an estimated $202K sold.

B. Riley Wealth Advisors first reported a position in EFAV in Q1 2014 and held it in 36 quarters. The position peaked at $1.67M in Q3 2016. 467 funds tracked by Wall St. Rank hold EFAV as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,098 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2024, an estimated $202K.
  • B. Riley Wealth Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2014 and held it in 36 quarters.
  • B. Riley Wealth Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.67M in Q3 2016.
  • 467 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.