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 Q2	$49K	Sell	477 -24	-5%	-$2.44K	0.01%	328
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

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

Rialto Wealth Management reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 4.8% in Q2 2026, selling an estimated $2.44K and leaving 477 shares worth $49K. The position accounts for 0.01% of the portfolio, ranked #328.

Rialto Wealth Management first reported a position in ESGD in Q4 2024 and has held it in 7 quarters since. The position peaked at $51.4K in Q3 2025. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Rialto Wealth Management held 477 shares of iShares ESG Aware MSCI EAFE ETF worth $49K as of Q2 2026.
Rialto Wealth Management sold 24 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $2.44K.
iShares ESG Aware MSCI EAFE ETF made up 0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #328 holding.
Rialto Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
Rialto Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $51.4K in Q3 2025.
757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

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