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Root Financial Partners’s iShares Global Industrials ETF EXI Stock Holding History

Root Financial Partners’s Portfolio EXI Stock Details EXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.98K Hold
22
– – ﹤0.01% 2036
2025
Q4 		$3.86K Sell
22
-36
-62% -$6.24K ﹤0.01% 1842
2025
Q3 		$10K Buy
+58
New +$9.79K ﹤0.01% 1448

Other funds holding EXI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Root Financial Partners's EXI Position: Q1 2026 in Review

Root Financial Partners held its iShares Global Industrials ETF (EXI) position steady in Q1 2026 at 22 shares worth $3.98K. The position accounts for ﹤0.01% of the portfolio, ranked #2036.

Root Financial Partners first reported a position in EXI in Q3 2025 and has held it in 3 quarters since. The position peaked at $10K in Q3 2025. 121 funds tracked by Wall St. Rank hold EXI as of Q1 2026.

  • Root Financial Partners held 22 shares of iShares Global Industrials ETF worth $3.98K as of Q1 2026.
  • Root Financial Partners left its iShares Global Industrials ETF share count unchanged in Q1 2026.
  • iShares Global Industrials ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2036 holding.
  • Root Financial Partners first reported a position in iShares Global Industrials ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's iShares Global Industrials ETF position peaked at $10K in Q3 2025.
  • 121 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.