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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
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 +$9.79K ﹤0.01% 1448

Other funds holding EXI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

Root Financial Partners sold out of iShares Global Industrials ETF (EXI) in Q2 2026, closing a stake of 22 shares — an estimated $3.98K sold.

Root Financial Partners first reported a position in EXI in Q3 2025 and held it in 3 quarters. The position peaked at $10K in Q3 2025. 130 funds tracked by Wall St. Rank hold EXI as of Q2 2026.

  • Root Financial Partners reported no remaining iShares Global Industrials ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 22 iShares Global Industrials ETF shares in Q2 2026, an estimated $3.98K.
  • Root Financial Partners first reported a position in iShares Global Industrials ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's iShares Global Industrials ETF position peaked at $10K in Q3 2025.
  • 130 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q2 2026.

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