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

B. Riley Wealth Management’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$709 Buy
12,050
+521
+5% +$33.4K ﹤0.01% 349
2022
Q1 		$801K Sell
11,529
-2,821
-20% -$200K 0.06% 243
2021
Q4 		$1.07M Buy
14,350
+1,463
+11% +$110K 0.07% 223
2021
Q3 		$957K Buy
12,887
+2,184
+20% +$166K 0.07% 233
2021
Q2 		$801K Sell
10,703
-685
-6% -$51.7K 0.09% 183
2021
Q1 		$821K Buy
11,388
+3,979
+54% +$284K 0.1% 175
2020
Q4 		$512K Buy
7,409
+934
+14% +$60.4K 0.07% 197
2020
Q3 		$390K Sell
6,475
-1,339
-17% -$80.8K 0.05% 262
2020
Q2 		$446K Sell
7,814
-6,178
-44% -$335K 0.05% 238
2020
Q1 		$698K Buy
13,992
+5,171
+59% +$308K 0.07% 225
2019
Q4 		$576K Buy
8,821
+720
+9% +$45.7K 0.09% 201
2019
Q3 		$495K Hold
8,101
– – 0.09% 203
2019
Q2 		$497 Sell
8,101
-2,592
-24% -$159K 0.08% 209
2019
Q1 		$650K Buy
10,693
+414
+4% +$24.4K 0.11% 179
2018
Q4 		$565K Buy
+10,279
New +$603K 0.12% 173

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

B. Riley Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 4.5% in Q2 2022, buying an estimated $33.4K and bringing the position to 12,050 shares worth $709. The position accounts for ﹤0.01% of the portfolio, ranked #349.

B. Riley Wealth Management first reported a position in IEFA in Q4 2018 and has held it in 15 quarters since. The position peaked at $1.07M in Q4 2021. 1,458 funds tracked by Wall St. Rank hold IEFA as of Q2 2022.

  • B. Riley Wealth Management held 12,050 shares of iShares Core MSCI EAFE ETF worth $709 as of Q2 2022.
  • B. Riley Wealth Management bought 521 iShares Core MSCI EAFE ETF shares in Q2 2022, an estimated $33.4K.
  • iShares Core MSCI EAFE ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #349 holding.
  • B. Riley Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 15 quarters since.
  • B. Riley Wealth Management's iShares Core MSCI EAFE ETF position peaked at $1.07M in Q4 2021.
  • 1,458 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2022.

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