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 Q2	$26.4M	Buy	272,923 +18,174	+7%	+$1.75M	5.22%	2
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Rialto Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 7.1% in Q2 2026, buying an estimated $1.75M and bringing the position to 272,923 shares worth $26.4M. The position accounts for 5.22% of the portfolio, ranked #2.

Rialto Wealth Management first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. 2,453 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Rialto Wealth Management held 272,923 shares of iShares Core MSCI EAFE ETF worth $26.4M as of Q2 2026.
Rialto Wealth Management bought 18,174 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.75M.
iShares Core MSCI EAFE ETF made up 5.22% of Rialto Wealth Management's portfolio in Q2 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 7 quarters since.
2,453 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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