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B. Riley Wealth Management’s iShares MSCI Italy ETF EWI Stock Holding History

B. Riley Wealth Management’s Portfolio EWI Stock Details EWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-449
Closed -$15K – 1091
2014
Q2 		$15K Hold
449
– – 0.01% 729
2014
Q1 		$16K Buy
+449
New +$14.7K 0.01% 668

Other funds holding EWI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

B. Riley Wealth Management's EWI Position: Q3 2014 in Review

B. Riley Wealth Management sold out of iShares MSCI Italy ETF (EWI) in Q3 2014, closing a stake of 449 shares — an estimated $15K sold.

B. Riley Wealth Management first reported a position in EWI in Q1 2014 and held it in 2 quarters. The position peaked at $16K in Q1 2014. 92 funds tracked by Wall St. Rank hold EWI as of Q3 2014.

  • B. Riley Wealth Management reported no remaining iShares MSCI Italy ETF position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 449 iShares MSCI Italy ETF shares in Q3 2014, an estimated $15K.
  • B. Riley Wealth Management first reported a position in iShares MSCI Italy ETF in Q1 2014 and held it in 2 quarters.
  • B. Riley Wealth Management's iShares MSCI Italy ETF position peaked at $16K in Q1 2014.
  • 92 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q3 2014.

Based on B. Riley Wealth Management's 13F filing for Q3 2014, filed 3 Oct 2014.