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B. Riley Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

B. Riley Wealth Advisors’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.18M Sell
53,773
-8,169
-13% -$785K 0.28% 86
2026
Q1 		$5.43M Sell
61,942
-16,365
-21% -$1.53M 0.34% 73
2025
Q4 		$7.01M Sell
78,307
-1,134
-1% -$100K 0.32% 63
2025
Q3 		$6.94M Sell
79,441
-6,088
-7% -$517K 0.32% 58
2025
Q2 		$7.14M Buy
+85,529
New +$6.79M 0.34% 57
2024
Q4 		$6.45M Sell
91,730
-20,571
-18% -$1.52M 0.21% 106
2024
Q3 		$8.66M Buy
112,301
+3,668
+3% +$275K 0.24% 85
2024
Q2 		$7.89M Buy
108,633
+9,504
+10% +$699K 0.2% 102
2024
Q1 		$6.38M Sell
99,129
-26,650
-21% -$1.9M 0.17% 129
2023
Q4 		$8.85M Buy
125,779
+26,650
+27% +$1.76M 0.24% 88
2023
Q3 		$6.38M Sell
99,129
-18,427
-16% -$1.23M 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% +$445K 0.18% 129
2022
Q4 		$5.74M Sell
93,149
-2,294
-2% -$135K 0.16% 149
2022
Q3 		$5.03M Sell
95,443
-8,688
-8% -$511K 0.15% 149
2022
Q2 		$6.13M Sell
104,131
-7,461
-7% -$479K 0.26% 86
2022
Q1 		$7.76M Buy
111,592
+7,557
+7% +$535K 0.25% 82
2021
Q4 		$7.77M Buy
104,035
+2,294
+2% +$172K 0.22% 96
2021
Q3 		$7.55M Buy
101,741
+6,693
+7% +$509K 0.24% 89
2021
Q2 		$7.12M Buy
95,048
+10,416
+12% +$786K 0.23% 95
2021
Q1 		$6.1M Sell
84,632
-17,971
-18% -$1.28M 0.22% 107
2020
Q4 		$7.09M Sell
102,603
-47,615
-32% -$3.08M 0.38% 64
2020
Q3 		$9.01M Buy
150,218
+27,322
+22% +$1.65M 0.48% 47
2020
Q2 		$7.03M Sell
122,896
-43,057
-26% -$2.33M 0.47% 46
2020
Q1 		$8.28M Sell
165,953
-21,128
-11% -$1.26M 0.71% 27
2019
Q4 		$12.2M Buy
187,081
+49,312
+36% +$3.13M 1.04% 14
2019
Q3 		$8.41M Buy
137,769
+34,547
+33% +$2.09M 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% -$2.95M 0.3% 77
2018
Q4 		$4.95M Buy
89,890
+52,242
+139% +$3.06M 0.7% 27
2018
Q3 		$2.41M Buy
37,648
+664
+2% +$42.3K 0.29% 73
2018
Q2 		$2.34M Sell
36,984
-11,966
-24% -$792K 0.31% 68
2018
Q1 		$3.23M Buy
48,950
+5,719
+13% +$384K 0.45% 50
2017
Q4 		$2.86M Buy
43,231
+5,907
+16% +$385K 0.39% 65
2017
Q3 		$2.4M Buy
37,324
+5,110
+16% +$320K 0.4% 60
2017
Q2 		$1.96M Sell
32,214
-17,659
-35% -$1.07M 0.36% 72
2017
Q1 		$2.89M Buy
49,873
+13,892
+39% +$781K 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% +$167K 0.46% 49
2016
Q2 		$2.06M Buy
39,771
+2,647
+7% +$142K 0.41% 55
2016
Q1 		$1.97M Sell
37,124
-21,197
-36% -$1.08M 0.46% 53
2015
Q4 		$3.17M Sell
58,321
-1,621
-3% -$89.9K 0.64% 28
2015
Q3 		$3.17M Buy
59,942
+1,128
+2% +$63.9K 0.76% 18
2015
Q2 		$3.43M Sell
58,814
-1,049
-2% -$63.8K 0.85% 15
2015
Q1 		$3.5M Buy
59,863
+7,754
+15% +$445K 0.85% 14
2014
Q4 		$2.88K Buy
+52,109
New +$2.96M 0.06% 408
2014
Q3 		– Sell
-200
Closed -$12.4K – 1227
2014
Q2 		$12.4K Buy
+200
New +$12.4K ﹤0.01% 1688

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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

B. Riley Wealth Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 13% in Q2 2026, selling an estimated $785K and leaving 53,773 shares worth $5.18M. The position accounts for 0.28% of the portfolio, ranked #86.

B. Riley Wealth Advisors first reported a position in IEFA in Q2 2014 and has held it in 47 quarters since. The position peaked at $12.2M in Q4 2019. 920 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • B. Riley Wealth Advisors held 53,773 shares of iShares Core MSCI EAFE ETF worth $5.18M as of Q2 2026.
  • B. Riley Wealth Advisors sold 8,169 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $785K.
  • iShares Core MSCI EAFE ETF made up 0.28% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #86 holding.
  • B. Riley Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2014 and has held it in 47 quarters since.
  • B. Riley Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $12.2M in Q4 2019.
  • 920 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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