B. Riley Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-4,851	Closed	-$301K	–	461
2020 Q1	$301K	Hold	4,851	–	–	0.03%	353
2019 Q4	$362K	Hold	4,851	–	–	0.05%	260
2019 Q3	$355K	Buy	4,851 +15	+0.3%	+$1.09K	0.06%	254
2019 Q2	$351	Sell	4,836 -1,592	-25%	-$114K	0.05%	256
2019 Q1	$463K	Sell	6,428 -1,099	-15%	-$77K	0.08%	216
2018 Q4	$502K	Buy	+7,527	New	+$517K	0.11%	183

Other funds holding EFAV

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

B. Riley Wealth Management's EFAV Position: Q2 2020 in Review

B. Riley Wealth Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2020, closing a stake of 4,851 shares — an estimated $301K sold.

B. Riley Wealth Management first reported a position in EFAV in Q4 2018 and held it in 6 quarters. The position peaked at $502K in Q4 2018. 520 funds tracked by Wall St. Rank hold EFAV as of Q2 2020.

B. Riley Wealth Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2020 after selling out during the quarter.
B. Riley Wealth Management sold 4,851 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2020, an estimated $301K.
B. Riley Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2018 and held it in 6 quarters.
B. Riley Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $502K in Q4 2018.
520 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2020.

Based on B. Riley Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.