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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$11.2K	Buy	138,904 +23,383	+20%	+$2.03M	0.01%	120
2022 Q1	$11.1M	Buy	115,521 +27,491	+31%	+$2.7M	0.86%	23
2021 Q4	$9.71M	Buy	88,030 +2,660	+3%	+$291K	0.67%	31
2021 Q3	$9.09M	Buy	+85,370	New	+$9.4M	0.7%	27
2020 Q3	–	Sell	-74,716	Closed	-$6.21M	–	442
2020 Q2	$6.21M	Sell	74,716 -6,893	-8%	-$538K	0.68%	36
2020 Q1	$5.8M	Sell	81,609 -11,347	-12%	-$919K	0.61%	39
2019 Q4	$8.04M	Sell	92,956 -981	-1%	-$81.9K	1.21%	18
2019 Q3	$7.56M	Buy	93,937 +1,183	+1%	+$94.6K	1.32%	15
2019 Q2	$7.49K	Buy	92,754 +5,171	+6%	+$408K	1.15%	17
2019 Q1	$6.78M	Buy	87,583 +14,436	+20%	+$1.07M	1.18%	17
2018 Q4	$5.05M	Buy	73,147 +2,194	+3%	+$160K	1.06%	21
2018 Q3	$5.68M	Buy	+70,953	New	+$5.66M	1.4%	13
2015 Q3	–	Sell	-513	Closed	-$35K	–	304
2015 Q2	$35K	Hold	513	–	–	0.03%	491
2015 Q1	$35K	Hold	513	–	–	0.03%	485
2014 Q4	$33K	Buy	513 +413	+413%	+$27.7K	0.03%	471
2014 Q3	$6K	Sell	100 -2,190	-96%	-$155K	﹤0.01%	872
2014 Q2	$165K	Hold	2,290	–	–	0.11%	256
2014 Q1	$162K	Buy	+2,290	New	+$160K	0.12%	231

Other funds holding EFG

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

B. Riley Wealth Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 20% in Q2 2022, buying an estimated $2.03M and bringing the position to 138,904 shares worth $11.2K. The position accounts for 0.01% of the portfolio, ranked #120.

B. Riley Wealth Management first reported a position in EFG in Q1 2014 and has held it in 18 quarters since. The position peaked at $11.1M in Q1 2022. 699 funds tracked by Wall St. Rank hold EFG as of Q2 2022.

B. Riley Wealth Management held 138,904 shares of iShares MSCI EAFE Growth ETF worth $11.2K as of Q2 2022.
B. Riley Wealth Management bought 23,383 iShares MSCI EAFE Growth ETF shares in Q2 2022, an estimated $2.03M.
iShares MSCI EAFE Growth ETF made up 0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #120 holding.
B. Riley Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q1 2014 and has held it in 18 quarters since.
B. Riley Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $11.1M in Q1 2022.
699 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2022.

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