BRWA
B. Riley Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.14M | Buy |
+85,529
| New | +$7.14M | 0.34% | 55 |
|
|
2024
Q4 | $6.45M | Sell |
91,730
-20,571
| -18% | -$1.45M | 0.21% | 106 |
|
|
2024
Q3 | $8.66M | Buy |
112,301
+3,668
| +3% | +$283K | 0.24% | 85 |
|
|
2024
Q2 | $7.89M | Buy |
108,633
+9,504
| +10% | +$690K | 0.2% | 102 |
|
|
2024
Q1 | $6.38M | Sell |
99,129
-26,650
| -21% | -$1.71M | 0.17% | 129 |
|
|
2023
Q4 | $8.85M | Buy |
125,779
+26,650
| +27% | +$1.87M | 0.24% | 88 |
|
|
2023
Q3 | $6.38M | Sell |
99,129
-18,427
| -16% | -$1.19M | 0.17% | 129 |
|
|
2023
Q2 | $7.94M | Buy |
117,556
+17,618
| +18% | +$1.19M | 0.18% | 119 |
|
|
2023
Q1 | $6.68M | Buy |
99,938
+6,789
| +7% | +$454K | 0.18% | 129 |
|
|
2022
Q4 | $5.74M | Sell |
93,149
-2,294
| -2% | -$141K | 0.16% | 149 |
|
|
2022
Q3 | $5.03M | Sell |
95,443
-8,688
| -8% | -$458K | 0.15% | 149 |
|
|
2022
Q2 | $6.13M | Sell |
104,131
-7,461
| -7% | -$439K | 0.26% | 86 |
|
|
2022
Q1 | $7.76M | Buy |
111,592
+7,557
| +7% | +$525K | 0.25% | 82 |
|
|
2021
Q4 | $7.77M | Buy |
104,035
+2,294
| +2% | +$171K | 0.22% | 96 |
|
|
2021
Q3 | $7.56M | Buy |
101,741
+6,693
| +7% | +$497K | 0.24% | 89 |
|
|
2021
Q2 | $7.12M | Buy |
95,048
+10,416
| +12% | +$780K | 0.23% | 95 |
|
|
2021
Q1 | $6.1M | Sell |
84,632
-17,971
| -18% | -$1.29M | 0.22% | 107 |
|
|
2020
Q4 | $7.09M | Sell |
102,603
-47,615
| -32% | -$3.29M | 0.38% | 64 |
|
|
2020
Q3 | $9.01M | Buy |
150,218
+27,322
| +22% | +$1.64M | 0.48% | 47 |
|
|
2020
Q2 | $7.03M | Sell |
122,896
-43,057
| -26% | -$2.46M | 0.47% | 46 |
|
|
2020
Q1 | $8.28M | Sell |
165,953
-21,128
| -11% | -$1.05M | 0.71% | 27 |
|
|
2019
Q4 | $12.2M | Buy |
187,081
+49,312
| +36% | +$3.22M | 1.04% | 14 |
|
|
2019
Q3 | $8.41M | Buy |
137,769
+34,547
| +33% | +$2.11M | 0.83% | 16 |
|
|
2019
Q2 | $6.34M | Buy |
103,222
+63,253
| +158% | +$3.88M | 0.69% | 27 |
|
|
2019
Q1 | $2.43M | Sell |
39,969
-49,921
| -56% | -$3.04M | 0.3% | 77 |
|
|
2018
Q4 | $4.95M | Buy |
89,890
+52,242
| +139% | +$2.87M | 0.7% | 27 |
|
|
2018
Q3 | $2.41M | Buy |
37,648
+664
| +2% | +$42.6K | 0.29% | 73 |
|
|
2018
Q2 | $2.34M | Sell |
36,984
-11,966
| -24% | -$758K | 0.31% | 68 |
|
|
2018
Q1 | $3.23M | Buy |
48,950
+5,719
| +13% | +$377K | 0.45% | 50 |
|
|
2017
Q4 | $2.86M | Buy |
43,231
+5,907
| +16% | +$391K | 0.39% | 65 |
|
|
2017
Q3 | $2.4M | Buy |
37,324
+5,110
| +16% | +$328K | 0.4% | 60 |
|
|
2017
Q2 | $1.96M | Sell |
32,214
-17,659
| -35% | -$1.08M | 0.36% | 72 |
|
|
2017
Q1 | $2.89M | Buy |
49,873
+13,892
| +39% | +$806K | 0.58% | 41 |
|
|
2016
Q4 | $1.93M | Sell |
35,981
-6,891
| -16% | -$370K | 0.39% | 63 |
|
|
2016
Q3 | $2.37M | Buy |
42,872
+3,101
| +8% | +$171K | 0.46% | 49 |
|
|
2016
Q2 | $2.07M | Buy |
39,771
+2,647
| +7% | +$137K | 0.41% | 55 |
|
|
2016
Q1 | $1.97M | Sell |
37,124
-21,197
| -36% | -$1.13M | 0.46% | 53 |
|
|
2015
Q4 | $3.17M | Sell |
58,321
-1,621
| -3% | -$88.2K | 0.64% | 28 |
|
|
2015
Q3 | $3.17M | Buy |
59,942
+1,128
| +2% | +$59.6K | 0.76% | 18 |
|
|
2015
Q2 | $3.43M | Sell |
58,814
-1,049
| -2% | -$61.2K | 0.85% | 15 |
|
|
2015
Q1 | $3.5M | Buy |
59,863
+7,754
| +15% | +$454K | 0.85% | 14 |
|
|
2014
Q4 | $2.88K | Buy |
+52,109
| New | +$2.88K | 0.06% | 408 |
|
|
2014
Q3 | – | Sell |
-200
| Closed | -$12.4K | – | 1228 |
|
|
2014
Q2 | $12.4K | Buy |
+200
| New | +$12.4K | ﹤0.01% | 1688 |
|