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Rialto Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Rialto Wealth Management’s Portfolio ESGD Stock Details ESGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$47.9K Hold
501
– – 0.01% 287
2025
Q4 		$47.6K Sell
501
-52
-9% -$4.9K 0.01% 285
2025
Q3 		$51.4K Hold
553
– – 0.01% 266
2025
Q2 		$49.3K Hold
553
– – 0.01% 268
2025
Q1 		$45.2K Sell
553
-11
-2% -$888 0.01% 267
2024
Q4 		$42.9K Buy
+564
New +$44.9K 0.01% 269

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Rialto Wealth Management held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q1 2026 at 501 shares worth $47.9K. The position accounts for 0.01% of the portfolio, ranked #287.

Rialto Wealth Management first reported a position in ESGD in Q4 2024 and has held it in 6 quarters since. The position peaked at $51.4K in Q3 2025. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • Rialto Wealth Management held 501 shares of iShares ESG Aware MSCI EAFE ETF worth $47.9K as of Q1 2026.
  • Rialto Wealth Management left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q1 2026.
  • iShares ESG Aware MSCI EAFE ETF made up 0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #287 holding.
  • Rialto Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
  • Rialto Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $51.4K in Q3 2025.
  • 745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

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