Root Financial Partners’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$15.9K Buy
+238
New +$15.7K ﹤0.01% 1674
2026
Q2
– Sell
-235
Closed -$13.3K – 1202
2026
Q1
$13.3K Hold
235
– – ﹤0.01% 1549
2025
Q4
$12.9K Buy
235
+232
+7,733% +$12.6K ﹤0.01% 1391
2025
Q3
$160 Buy
+3
New +$151 ﹤0.01% 2215

Other funds holding EEM

Root Financial Partners's EEM Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares MSCI Emerging Markets ETF (EEM) in Q3 2026: 238 shares worth $15.9K. The stake represents ﹤0.01% of the portfolio and ranks #1674 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in EEM as recently as Q1 2026.

Root Financial Partners first reported a position in EEM in Q3 2025 and has held it in 4 quarters since. 1,446 funds tracked by Wall St. Rank hold EEM as of Q3 2026.

  • Root Financial Partners held 238 shares of iShares MSCI Emerging Markets ETF worth $15.9K as of Q3 2026.
  • iShares MSCI Emerging Markets ETF was a new Root Financial Partners position in Q3 2026.
  • iShares MSCI Emerging Markets ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1674 holding.
  • Root Financial Partners first reported a position in iShares MSCI Emerging Markets ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,446 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.