BRWA
EFV icon

B. Riley Wealth Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

B. Riley Wealth Advisors’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.14M Sell
27,894
-19,903
-42% -$1.54M 0.11% 173
2026
Q1 		$3.46M Sell
47,797
-3,220
-6% -$242K 0.22% 108
2025
Q4 		$3.64M Sell
51,017
-5,017
-9% -$349K 0.17% 136
2025
Q3 		$3.8M Sell
56,034
-6,739
-11% -$444K 0.18% 126
2025
Q2 		$3.98M Buy
+62,773
New +$3.84M 0.19% 116
2024
Q4 		$7.51M Sell
143,053
-100,247
-41% -$5.49M 0.25% 89
2024
Q3 		$13.8M Buy
243,300
+111,040
+84% +$6.13M 0.38% 47
2024
Q2 		$7.02M Sell
132,260
-237,883
-64% -$12.9M 0.18% 116
2024
Q1 		$18.1M Buy
370,143
+114,937
+45% +$6M 0.49% 37
2023
Q4 		$13.3M Sell
255,206
-114,937
-31% -$5.69M 0.36% 49
2023
Q3 		$18.1M Buy
370,143
+116,658
+46% +$5.78M 0.49% 37
2023
Q2 		$12.4M Buy
253,485
+4,537
+2% +$223K 0.28% 75
2023
Q1 		$12.1M Sell
248,948
-62,104
-20% -$3.01M 0.32% 65
2022
Q4 		$14.3M Buy
311,052
+68,431
+28% +$2.97M 0.4% 51
2022
Q3 		$9.35M Sell
242,621
-64,764
-21% -$2.76M 0.28% 78
2022
Q2 		$13.3M Buy
307,385
+20,442
+7% +$973K 0.56% 30
2022
Q1 		$14.4M Sell
286,943
-7,222
-2% -$367K 0.47% 37
2021
Q4 		$14.8M Buy
294,165
+34,319
+13% +$1.75M 0.43% 41
2021
Q3 		$13.2M Buy
259,846
+15,991
+7% +$829K 0.42% 44
2021
Q2 		$12.6M Buy
243,855
+53,478
+28% +$2.83M 0.41% 46
2021
Q1 		$9.7M Buy
190,377
+182,821
+2,420% +$9.09M 0.34% 57
2020
Q4 		$357K Sell
7,556
-4,248
-36% -$187K 0.02% 666
2020
Q3 		$477K Sell
11,804
-1,302
-10% -$53.9K 0.03% 547
2020
Q2 		$524K Sell
13,106
-371
-3% -$14.2K 0.04% 447
2020
Q1 		$481K Sell
13,477
-585
-4% -$26K 0.04% 398
2019
Q4 		$703K Buy
14,062
+2,523
+22% +$124K 0.06% 322
2019
Q3 		$547K Buy
11,539
+2,091
+22% +$97.5K 0.05% 385
2019
Q2 		$455K Buy
9,448
+411
+5% +$20.1K 0.05% 411
2019
Q1 		$442K Sell
9,037
-322
-3% -$15.5K 0.06% 374
2018
Q4 		$424K Sell
9,359
-841
-8% -$40.5K 0.06% 345
2018
Q3 		$530K Buy
10,200
+1,647
+19% +$84.9K 0.06% 339
2018
Q2 		$440K Buy
8,553
+1,411
+20% +$77K 0.06% 360
2018
Q1 		$390K Buy
7,142
+990
+16% +$55.6K 0.05% 376
2017
Q4 		$340K Buy
6,152
+468
+8% +$25.7K 0.05% 406
2017
Q3 		$311K Buy
5,684
+609
+12% +$32.3K 0.05% 362
2017
Q2 		$264K Buy
5,075
+363
+8% +$18.8K 0.05% 405
2017
Q1 		$238K Sell
4,712
-144
-3% -$7.08K 0.05% 415
2016
Q4 		$230K Sell
4,856
-832
-15% -$38.7K 0.05% 417
2016
Q3 		$264K Buy
5,688
+211
+4% +$9.49K 0.05% 445
2016
Q2 		$236K Buy
5,477
+723
+15% +$32.6K 0.05% 484
2016
Q1 		$213K Buy
4,754
+372
+8% +$16.1K 0.05% 457
2015
Q4 		$204K Buy
+4,382
New +$212K 0.04% 485
2015
Q1 		– Sell
-100
Closed -$5 – 950
2014
Q4 		$5 Buy
+100
New +$5.28K ﹤0.01% 3142
2014
Q3 		– Sell
-189
Closed -$11.1K – 978
2014
Q2 		$11.1K Buy
+189
New +$11.2K ﹤0.01% 1748

Other funds holding EFV

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Portfolio Solutions
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
BAM
Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

B. Riley Wealth Advisors's EFV Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 42% in Q2 2026, selling an estimated $1.54M and leaving 27,894 shares worth $2.14M. The position accounts for 0.11% of the portfolio, ranked #173.

B. Riley Wealth Advisors first reported a position in EFV in Q2 2014 and has held it in 44 quarters since. The position peaked at $18.1M in Q1 2024. 275 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • B. Riley Wealth Advisors held 27,894 shares of iShares MSCI EAFE Value ETF worth $2.14M as of Q2 2026.
  • B. Riley Wealth Advisors sold 19,903 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $1.54M.
  • iShares MSCI EAFE Value ETF made up 0.11% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #173 holding.
  • B. Riley Wealth Advisors first reported a position in iShares MSCI EAFE Value ETF in Q2 2014 and has held it in 44 quarters since.
  • B. Riley Wealth Advisors's iShares MSCI EAFE Value ETF position peaked at $18.1M in Q1 2024.
  • 275 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.