B. Riley Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.18M | Buy |
50,133
+596
| +1% | +$71.9K | 0.33% | 72 |
|
|
2026
Q1 | $5.33M | Buy |
49,537
+16,116
| +48% | +$1.9M | 0.34% | 75 |
|
|
2025
Q4 | $3.81M | Sell |
33,421
-7,359
| -18% | -$844K | 0.18% | 126 |
|
|
2025
Q3 | $4.64M | Sell |
40,780
-17,999
| -31% | -$2.01M | 0.21% | 95 |
|
|
2025
Q2 | $6.58M | Sell |
58,779
-79,487
| -57% | -$8.38M | 0.31% | 66 |
|
|
2025
Q1 | $13.8M | Sell |
138,266
-6,404
| -4% | -$653K | 0.41% | 45 |
|
|
2024
Q4 | $14M | Sell |
144,670
-59,463
| -29% | -$6.04M | 0.46% | 37 |
|
|
2024
Q3 | $21.7M | Sell |
204,133
-40,479
| -17% | -$4.2M | 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% | +$11.7M | 0.69% | 21 |
|
|
2023
Q4 | $17.3M | Sell |
178,518
-117,533
| -40% | -$10.5M | 0.47% | 35 |
|
|
2023
Q3 | $25.5M | Buy |
296,051
+26,730
| +10% | +$2.46M | 0.69% | 21 |
|
|
2023
Q2 | $25.7M | Sell |
269,321
-9,718
| -3% | -$924K | 0.58% | 28 |
|
|
2023
Q1 | $26.1M | Buy |
279,039
+25,899
| +10% | +$2.33M | 0.7% | 19 |
|
|
2022
Q4 | $21.2M | Sell |
253,140
-9,219
| -4% | -$745K | 0.59% | 27 |
|
|
2022
Q3 | $19M | Buy |
262,359
+167,377
| +176% | +$13.7M | 0.57% | 28 |
|
|
2022
Q2 | $7.65M | Buy |
94,982
+2,305
| +2% | +$200K | 0.32% | 70 |
|
|
2022
Q1 | $8.92M | Sell |
92,677
-43,254
| -32% | -$4.25M | 0.29% | 70 |
|
|
2021
Q4 | $15M | Buy |
135,931
+13,032
| +11% | +$1.43M | 0.43% | 40 |
|
|
2021
Q3 | $13.1M | Buy |
122,899
+34,595
| +39% | +$3.81M | 0.42% | 45 |
|
|
2021
Q2 | $9.47M | Buy |
88,304
+6,111
| +7% | +$649K | 0.31% | 68 |
|
|
2021
Q1 | $8.26M | Buy |
82,193
+7,626
| +10% | +$775K | 0.29% | 72 |
|
|
2020
Q4 | $7.53M | Sell |
74,567
-4,880
| -6% | -$462K | 0.4% | 58 |
|
|
2020
Q3 | $7.13M | Buy |
79,447
+5,506
| +7% | +$488K | 0.38% | 63 |
|
|
2020
Q2 | $6.15M | Buy |
73,941
+70,106
| +1,828% | +$5.48M | 0.41% | 58 |
|
|
2020
Q1 | $273K | Hold |
3,835
| – | – | 0.02% | 572 |
|
|
2019
Q4 | $332K | Sell |
3,835
-644
| -14% | -$53.7K | 0.03% | 556 |
|
|
2019
Q3 | $362K | Sell |
4,479
-11
| -0.2% | -$880 | 0.04% | 523 |
|
|
2019
Q2 | $364K | Buy |
4,490
+938
| +26% | +$74K | 0.04% | 490 |
|
|
2019
Q1 | $276K | Sell |
3,552
-300
| -8% | -$22.3K | 0.03% | 532 |
|
|
2018
Q4 | $267K | Buy |
3,852
+1,228
| +47% | +$89.5K | 0.04% | 475 |
|
|
2018
Q3 | $211K | Buy |
+2,624
| New | +$209K | 0.03% | 628 |
|
|
2014
Q3 | – | Sell |
-195
| Closed | -$14.1K | – | 976 |
|
|
2014
Q2 | $14.1K | Buy |
+195
| New | +$14K | ﹤0.01% | 1634 |
|
Other funds holding EFG
NAMI
PAS
B. Riley Wealth Advisors's EFG Position: Q2 2026 in Review
B. Riley Wealth Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 1.2% in Q2 2026, buying an estimated $71.9K and bringing the position to 50,133 shares worth $6.18M. The position accounts for 0.33% of the portfolio, ranked #72.
B. Riley Wealth Advisors first reported a position in EFG in Q2 2014 and has held it in 33 quarters since. The position peaked at $26.1M in Q1 2023. 1,062 funds tracked by Wall St. Rank hold EFG as of Q2 2026.
- B. Riley Wealth Advisors held 50,133 shares of iShares MSCI EAFE Growth ETF worth $6.18M as of Q2 2026.
- B. Riley Wealth Advisors bought 596 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $71.9K.
- iShares MSCI EAFE Growth ETF made up 0.33% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #72 holding.
- B. Riley Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2014 and has held it in 33 quarters since.
- B. Riley Wealth Advisors's iShares MSCI EAFE Growth ETF position peaked at $26.1M in Q1 2023.
- 1,062 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.
Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.