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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$17.3M Buy
206,743
+18,046
+10% +$1.51M 4.82% 3
2025
Q1
$14.3M Buy
188,697
+30,522
+19% +$2.31M 4.48% 3
2024
Q4
$11.1M Buy
+158,175
New +$11.1M 3.67% 6