B. Riley Wealth Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $202K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $202K | Sell |
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|
2023
Q2 | $233K | Buy |
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|
2023
Q1 | $232K | Sell |
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|
2022
Q4 | $252K | Sell |
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|
2022
Q3 | $238K | Sell |
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|
2022
Q2 | $282K | Sell |
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|
2022
Q1 | $402K | Sell |
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|
2021
Q4 | $450K | Sell |
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|
2021
Q3 | $445K | Sell |
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|
2021
Q2 | $448K | Sell |
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|
2021
Q1 | $453K | Buy |
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|
2020
Q4 | $313K | Buy |
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|
2020
Q3 | $267K | Sell |
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|
2020
Q2 | $299K | Sell |
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|
2020
Q1 | $285K | Sell |
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|
2019
Q4 | $1.07M | Buy |
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|
2019
Q3 | $950K | Buy |
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|
2019
Q2 | $846K | Buy |
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|
2019
Q1 | $273K | Sell |
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|
2018
Q4 | $341K | Buy |
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|
2018
Q3 | $358K | Sell |
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|
2018
Q2 | $361K | Sell |
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|
2018
Q1 | $389K | Buy |
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|
2017
Q4 | $339K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $1.49M | Sell |
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|
2016
Q3 | $1.67M | Buy |
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|
2016
Q2 | $1.5M | Buy |
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|
2016
Q1 | $1.43M | Buy |
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|
2015
Q4 | $292K | Sell |
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|
2015
Q3 | $299K | Buy |
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|
2015
Q2 | $207K | Sell |
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|
2015
Q1 | $304K | Buy |
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|
2014
Q4 | $276 | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $3.27K | Sell |
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|
2014
Q1 | $113K | Buy |
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