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iShares MSCI ACWI Index Fund shares owned by Rialto Wealth Management

Quarter-by-quarter ownership of iShares MSCI ACWI Index Fund (ACWI) shares owned by Rialto Wealth Management from 13F filings

Historical chart of Rialto Wealth Management investment in iShares MSCI ACWI Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares MSCI ACWI Index Fund held by Rialto Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares MSCI ACWI Index Fund by Rialto Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $71k 500 141.49
2025-09-30 $69k 500 138.24
2025-06-30 $64k 500 128.60
2025-03-31 $58k 500 116.39
2024-12-31 $59k 500 117.50

More positions owned by Rialto Wealth Management

Spdr Series Trust State Street Spd (SPTM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for Rialto Wealth Management

Top funds holding iShares MSCI ACWI Index Fund

Partners HealthCare System
Bnp Paribas Arbitrage, Snc
Granger Management
Wells Fargo & Company
P/E Global
Sageworth Trust Company
Goldman Sachs Group
Northern Trust
Phoenix Holdings
BlackRock
Pnc Financial Services
ICONIQ Capital
Jpmorgan Chase & Co
Sequoia Financial Advisors
UBS Group

View all funds holding iShares MSCI ACWI Index Fund