B. Riley Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.58M | Buy |
+58,779
| New | +$6.58M | 0.31% | 64 |
|
|
2024
Q4 | $14M | Sell |
144,670
-59,463
| -29% | -$5.76M | 0.46% | 37 |
|
|
2024
Q3 | $21.7M | Sell |
204,133
-40,479
| -17% | -$4.31M | 0.6% | 22 |
|
|
2024
Q2 | $25M | Sell |
244,612
-51,439
| -17% | -$5.26M | 0.64% | 22 |
|
|
2024
Q1 | $25.5M | Buy |
296,051
+117,533
| +66% | +$10.1M | 0.69% | 21 |
|
|
2023
Q4 | $17.3M | Sell |
178,518
-117,533
| -40% | -$11.4M | 0.47% | 35 |
|
|
2023
Q3 | $25.5M | Buy |
296,051
+26,730
| +10% | +$2.31M | 0.69% | 21 |
|
|
2023
Q2 | $25.7M | Sell |
269,321
-9,718
| -3% | -$927K | 0.58% | 28 |
|
|
2023
Q1 | $26.1M | Buy |
279,039
+25,899
| +10% | +$2.43M | 0.7% | 19 |
|
|
2022
Q4 | $21.2M | Sell |
253,140
-9,219
| -4% | -$772K | 0.59% | 27 |
|
|
2022
Q3 | $19M | Buy |
262,359
+167,377
| +176% | +$12.1M | 0.57% | 28 |
|
|
2022
Q2 | $7.65M | Buy |
94,982
+2,305
| +2% | +$186K | 0.32% | 70 |
|
|
2022
Q1 | $8.92M | Sell |
92,677
-43,254
| -32% | -$4.16M | 0.29% | 70 |
|
|
2021
Q4 | $15M | Buy |
135,931
+13,032
| +11% | +$1.44M | 0.43% | 40 |
|
|
2021
Q3 | $13.1M | Buy |
122,899
+34,595
| +39% | +$3.68M | 0.42% | 45 |
|
|
2021
Q2 | $9.47M | Buy |
88,304
+6,111
| +7% | +$656K | 0.31% | 68 |
|
|
2021
Q1 | $8.26M | Buy |
82,193
+7,626
| +10% | +$766K | 0.29% | 72 |
|
|
2020
Q4 | $7.53M | Sell |
74,567
-4,880
| -6% | -$492K | 0.4% | 58 |
|
|
2020
Q3 | $7.13M | Buy |
79,447
+5,506
| +7% | +$494K | 0.38% | 63 |
|
|
2020
Q2 | $6.15M | Buy |
73,941
+70,106
| +1,828% | +$5.83M | 0.41% | 58 |
|
|
2020
Q1 | $273K | Hold |
3,835
| – | – | 0.02% | 572 |
|
|
2019
Q4 | $332K | Sell |
3,835
-644
| -14% | -$55.8K | 0.03% | 556 |
|
|
2019
Q3 | $362K | Sell |
4,479
-11
| -0.2% | -$889 | 0.04% | 523 |
|
|
2019
Q2 | $364K | Buy |
4,490
+938
| +26% | +$76K | 0.04% | 490 |
|
|
2019
Q1 | $276K | Sell |
3,552
-300
| -8% | -$23.3K | 0.03% | 532 |
|
|
2018
Q4 | $267K | Buy |
3,852
+1,228
| +47% | +$85.1K | 0.04% | 475 |
|
|
2018
Q3 | $211K | Buy |
+2,624
| New | +$211K | 0.03% | 628 |
|
|
2014
Q3 | – | Sell |
-195
| Closed | -$14.1K | – | 977 |
|
|
2014
Q2 | $14.1K | Buy |
+195
| New | +$14.1K | ﹤0.01% | 1634 |
|