Root Financial Partners’s Eve Holding EVEX Stock Holding History

Root Financial Partners’s Portfolio EVEX Stock Details EVEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-404	Closed	-$1K	–	1288
2026 Q1	$1K	Buy	+404	New	+$1.38K	﹤0.01%	2616

Other funds holding EVEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BGDI

BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 1-Year Est. Return

FSC

Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return

UAH

United Airlines Holdings Chicago, Illinois $385M AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

MCM

Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return

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

Root Financial Partners sold out of Eve Holding (EVEX) in Q2 2026, closing a stake of 404 shares — an estimated $1K sold.

Root Financial Partners first reported a position in EVEX in Q1 2026 and held it in 1 quarter. The position peaked at $1K in Q1 2026. 149 funds tracked by Wall St. Rank hold EVEX as of Q2 2026.

Root Financial Partners reported no remaining Eve Holding position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 404 Eve Holding shares in Q2 2026, an estimated $1K.
Root Financial Partners first reported a position in Eve Holding in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Eve Holding position peaked at $1K in Q1 2026.
149 funds tracked by Wall St. Rank held Eve Holding as of Q2 2026.

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