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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rialto Wealth Management's EFA Position: Q1 2026 in Review

Rialto Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 0.61% in Q1 2026, selling an estimated $17.4K and leaving 28,487 shares worth $2.77M. The position accounts for 0.62% of the portfolio, ranked #37.

Rialto Wealth Management first reported a position in EFA in Q4 2024 and has held it in 6 quarters since. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Rialto Wealth Management held 28,487 shares of iShares MSCI EAFE ETF worth $2.77M as of Q1 2026.
  • Rialto Wealth Management sold 174 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $17.4K.
  • iShares MSCI EAFE ETF made up 0.62% of Rialto Wealth Management's portfolio in Q1 2026, its #37 holding.
  • Rialto Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.