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B. Riley Wealth Advisors’s MSCI MSCI Stock Holding History

B. Riley Wealth Advisors’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-365
Closed -$206K – 1263
2025
Q1 		$206K Buy
365
+2
+0.6% +$1.16K 0.01% 1135
2024
Q4 		$218K Buy
+363
New +$218K 0.01% 1006
2024
Q2 		– Sell
-799
Closed -$410K – 1525
2024
Q1 		$410K Buy
799
+368
+85% +$207K 0.01% 897
2023
Q4 		$244K Sell
431
-368
-46% -$190K 0.01% 1148
2023
Q3 		$410K Buy
799
+208
+35% +$109K 0.01% 897
2023
Q2 		$277K Sell
591
-179
-23% -$87.3K 0.01% 1162
2023
Q1 		$431K Sell
770
-8
-1% -$4.23K 0.01% 870
2022
Q4 		$362K Sell
778
-180
-19% -$83.8K 0.01% 945
2022
Q3 		$404K Sell
958
-974
-50% -$446K 0.01% 857
2022
Q2 		$796K Buy
1,932
+33
+2% +$14.4K 0.03% 491
2022
Q1 		$955K Buy
1,899
+106
+6% +$55K 0.03% 508
2021
Q4 		$1.1M Buy
1,793
+24
+1% +$15.1K 0.03% 499
2021
Q3 		$1.08M Buy
1,769
+8
+0.5% +$4.89K 0.03% 496
2021
Q2 		$938K Sell
1,761
-2,987
-63% -$1.42M 0.03% 531
2021
Q1 		$1.99M Buy
4,748
+1,843
+63% +$774K 0.07% 304
2020
Q4 		$1.3M Sell
2,905
-1,883
-39% -$739K 0.07% 270
2020
Q3 		$1.66M Buy
4,788
+2,313
+93% +$840K 0.09% 229
2020
Q2 		$827K Buy
2,475
+271
+12% +$87.6K 0.06% 319
2020
Q1 		$637K Sell
2,204
-70
-3% -$19.8K 0.05% 329
2019
Q4 		$587K Sell
2,274
-151
-6% -$36.8K 0.05% 378
2019
Q3 		$528K Sell
2,425
-124
-5% -$28.7K 0.05% 392
2019
Q2 		$609K Sell
2,549
-163
-6% -$36.5K 0.07% 303
2019
Q1 		$540K Sell
2,712
-14
-0.5% -$2.44K 0.07% 314
2018
Q4 		$402K Sell
2,726
-28
-1% -$4.26K 0.06% 361
2018
Q3 		$489K Hold
2,754
– – 0.06% 357
2018
Q2 		$456K Buy
2,754
+53
+2% +$8.36K 0.06% 346
2018
Q1 		$404K Buy
2,701
+495
+22% +$70.9K 0.06% 362
2017
Q4 		$280K Buy
+2,206
New +$275K 0.04% 475

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

B. Riley Wealth Advisors's MSCI Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of MSCI (MSCI) in Q2 2025, closing a stake of 365 shares — an estimated $206K sold.

B. Riley Wealth Advisors first reported a position in MSCI in Q4 2017 and held it in 28 quarters. The position peaked at $1.99M in Q1 2021. 1,087 funds tracked by Wall St. Rank hold MSCI as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining MSCI position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 365 MSCI shares in Q2 2025, an estimated $206K.
  • B. Riley Wealth Advisors first reported a position in MSCI in Q4 2017 and held it in 28 quarters.
  • B. Riley Wealth Advisors's MSCI position peaked at $1.99M in Q1 2021.
  • 1,087 funds tracked by Wall St. Rank held MSCI as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.