Root Financial Partners
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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
Q3 		$9.7K Buy
+51
New +$10.1K ﹤0.01% 1930
2026
Q2 		– Sell
-22
Closed -$3.98K – 1301
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 +$9.8K ﹤0.01% 1448

Other funds holding EXI

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Banco Santander
Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Root Financial Partners opened a new position in iShares Global Industrials ETF (EXI) in Q3 2026: 51 shares worth $9.7K. The stake represents ﹤0.01% of the portfolio and ranks #1930 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in EXI as recently as Q1 2026.

Root Financial Partners first reported a position in EXI in Q3 2025 and has held it in 4 quarters since. The position peaked at $10K in Q3 2025. 123 funds tracked by Wall St. Rank hold EXI as of Q3 2026.

  • Root Financial Partners held 51 shares of iShares Global Industrials ETF worth $9.7K as of Q3 2026.
  • iShares Global Industrials ETF was a new Root Financial Partners position in Q3 2026.
  • iShares Global Industrials ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1930 holding.
  • Root Financial Partners first reported a position in iShares Global Industrials ETF in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's iShares Global Industrials ETF position peaked at $10K in Q3 2025.
  • 123 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q3 2026.

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