Rialto Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Rialto Wealth Management’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.92M	Sell	28,092 -395	-1%	-$40.6K	0.58%	40
2026 Q1	$2.77M	Sell	28,487 -174	-0.6%	-$17.4K	0.62%	37
2025 Q4	$2.75M	Buy	28,661 +313	+1%	+$29.7K	0.66%	31
2025 Q3	$2.65M	Buy	28,348 +1,471	+5%	+$134K	0.68%	33
2025 Q2	$2.4M	Buy	26,877 +1,117	+4%	+$95.4K	0.67%	38
2025 Q1	$2.11M	Buy	25,760 +1,166	+5%	+$94K	0.66%	41
2024 Q4	$1.86M	Buy	+24,594	New	+$1.95M	0.61%	40

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Rialto Wealth Management's EFA Position: Q2 2026 in Review

Rialto Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 1.4% in Q2 2026, selling an estimated $40.6K and leaving 28,092 shares worth $2.92M. The position accounts for 0.58% of the portfolio, ranked #40.

Rialto Wealth Management first reported a position in EFA in Q4 2024 and has held it in 7 quarters since. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Rialto Wealth Management held 28,092 shares of iShares MSCI EAFE ETF worth $2.92M as of Q2 2026.
Rialto Wealth Management sold 395 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $40.6K.
iShares MSCI EAFE ETF made up 0.58% of Rialto Wealth Management's portfolio in Q2 2026, its #40 holding.
Rialto Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.