B. Riley Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

B. Riley Wealth Management’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$7.09K	Buy	113,520 +18,772	+20%	+$1.28M	0.01%	132
2022 Q1	$6.97M	Buy	94,748 +15,511	+20%	+$1.16M	0.54%	45
2021 Q4	$6.23M	Buy	79,237 +2,824	+4%	+$224K	0.43%	55
2021 Q3	$5.96M	Buy	+76,413	New	+$6.11M	0.46%	56
2020 Q3	–	Sell	-415,976	Closed	-$24.4M	–	441
2020 Q2	$24.4M	Buy	415,976 +283,768	+215%	+$16.4M	2.68%	4
2020 Q1	$7.07M	Sell	132,208 -19,354	-13%	-$1.23M	0.74%	32
2019 Q4	$10.5M	Sell	151,562 -1,282	-0.8%	-$86.6K	1.58%	12
2019 Q3	$9.97M	Sell	152,844 -11,587	-7%	-$747K	1.74%	11
2019 Q2	$10.8K	Buy	164,431 +4,412	+3%	+$289K	1.66%	8
2019 Q1	$10.4M	Buy	160,019 +30,261	+23%	+$1.91M	1.8%	7
2018 Q4	$7.63M	Buy	129,758 +28,695	+28%	+$1.79M	1.6%	11
2018 Q3	$6.87M	Buy	+101,063	New	+$6.82M	1.69%	10
2016 Q1	$747K	Buy	13,074 +97	+0.7%	+$5.35K	1.12%	24
2015 Q4	$762K	Buy	12,977 +1,691	+15%	+$102K	0.97%	25
2015 Q3	$646K	Buy	11,286 +6,392	+131%	+$395K	0.92%	29
2015 Q2	$310K	Buy	4,894 +648	+15%	+$43.1K	0.25%	118
2015 Q1	$272K	Buy	4,246 +2,052	+94%	+$129K	0.2%	140
2014 Q4	$133K	Sell	2,194 -780	-26%	-$48.7K	0.11%	220
2014 Q3	$190K	Sell	2,974 -155	-5%	-$10.3K	0.14%	204
2014 Q2	$213K	Buy	3,129 +335	+12%	+$23K	0.14%	202
2014 Q1	$188K	Buy	+2,794	New	+$185K	0.14%	206

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

B. Riley Wealth Management's EFA Position: Q2 2022 in Review

B. Riley Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 20% in Q2 2022, buying an estimated $1.28M and bringing the position to 113,520 shares worth $7.09K. The position accounts for 0.01% of the portfolio, ranked #132.

B. Riley Wealth Management first reported a position in EFA in Q1 2014 and has held it in 21 quarters since. The position peaked at $24.4M in Q2 2020. 1,675 funds tracked by Wall St. Rank hold EFA as of Q2 2022.

B. Riley Wealth Management held 113,520 shares of iShares MSCI EAFE ETF worth $7.09K as of Q2 2022.
B. Riley Wealth Management bought 18,772 iShares MSCI EAFE ETF shares in Q2 2022, an estimated $1.28M.
iShares MSCI EAFE ETF made up 0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #132 holding.
B. Riley Wealth Management first reported a position in iShares MSCI EAFE ETF in Q1 2014 and has held it in 21 quarters since.
B. Riley Wealth Management's iShares MSCI EAFE ETF position peaked at $24.4M in Q2 2020.
1,675 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.