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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 		$11.2M Buy
138,904
+23,383
+20% +$2.03M 1.16% 15
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 		$7.49M 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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
5L
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 $11.2M. The position accounts for 1.16% of the portfolio, ranked #15.

B. Riley Wealth Management first reported a position in EFG in Q1 2014 and has held it in 18 quarters since. 700 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 $11.2M 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 1.16% of B. Riley Wealth Management's portfolio in Q2 2022, its #15 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.
  • 700 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.