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Root Financial Partners’s iShares Asia 50 ETF AIA Stock Holding History

Root Financial Partners’s Portfolio AIA Stock Details AIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-133
Closed -$14.1K – 486
2026
Q1 		$14.1K Buy
+133
New +$14.5K ﹤0.01% 1519

Other funds holding AIA

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AWM
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TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
QFA
Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return
BPW
BLVD Private Wealth Prospect, Kentucky $135M AUM 32.03% 1-Year Est. Return

Root Financial Partners's AIA Position: Q2 2026 in Review

Root Financial Partners sold out of iShares Asia 50 ETF (AIA) in Q2 2026, closing a stake of 133 shares — an estimated $14.1K sold.

Root Financial Partners first reported a position in AIA in Q1 2026 and held it in 1 quarter. The position peaked at $14.1K in Q1 2026. 42 funds tracked by Wall St. Rank hold AIA as of Q2 2026.

  • Root Financial Partners reported no remaining iShares Asia 50 ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 133 iShares Asia 50 ETF shares in Q2 2026, an estimated $14.1K.
  • Root Financial Partners first reported a position in iShares Asia 50 ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's iShares Asia 50 ETF position peaked at $14.1K in Q1 2026.
  • 42 funds tracked by Wall St. Rank held iShares Asia 50 ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.