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

B. Riley Wealth Advisors’s Portfolio EFG Stock Details EFG Fund Activity

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	Buy	+58,779	New	+$6.2M	0.31%	66
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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

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 32 quarters since. The position peaked at $26.1M in Q1 2023. 231 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 32 quarters since.
B. Riley Wealth Advisors's iShares MSCI EAFE Growth ETF position peaked at $26.1M in Q1 2023.
231 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.