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

Rialto 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
2026
Q1 		$23.1M Buy
254,749
+18,636
+8% +$1.74M 5.18% 2
2025
Q4 		$21.1M Buy
236,113
+17,038
+8% +$1.51M 5.05% 4
2025
Q3 		$19.1M Buy
219,075
+12,332
+6% +$1.05M 4.93% 3
2025
Q2 		$17.3M Buy
206,743
+18,046
+10% +$1.43M 4.82% 3
2025
Q1 		$14.3M Buy
188,697
+30,522
+19% +$2.28M 4.48% 3
2024
Q4 		$11.1M Buy
+158,175
New +$11.7M 3.67% 6

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Rialto Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 7.9% in Q1 2026, buying an estimated $1.74M and bringing the position to 254,749 shares worth $23.1M. The position accounts for 5.18% of the portfolio, ranked #2.

Rialto Wealth Management first reported a position in IEFA in Q4 2024 and has held it in 6 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Rialto Wealth Management held 254,749 shares of iShares Core MSCI EAFE ETF worth $23.1M as of Q1 2026.
  • Rialto Wealth Management bought 18,636 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $1.74M.
  • iShares Core MSCI EAFE ETF made up 5.18% of Rialto Wealth Management's portfolio in Q1 2026, its #2 holding.
  • Rialto Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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