Root Financial Partners’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-88	Closed	-$6K	–	1337
2026 Q1	$6K	Sell	88 -34	-28%	-$2.45K	﹤0.01%	1884
2025 Q4	$8.94K	Buy	122 +68	+126%	+$4.83K	﹤0.01%	1544
2025 Q3	$3.83K	Buy	+54	New	+$3.65K	﹤0.01%	1811

Other funds holding FCOM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

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

Root Financial Partners sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q2 2026, closing a stake of 88 shares — an estimated $6K sold.

Root Financial Partners first reported a position in FCOM in Q3 2025 and held it in 3 quarters. The position peaked at $8.94K in Q4 2025. 212 funds tracked by Wall St. Rank hold FCOM as of Q2 2026.

Root Financial Partners reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 88 Fidelity MSCI Communication Services Index ETF shares in Q2 2026, an estimated $6K.
Root Financial Partners first reported a position in Fidelity MSCI Communication Services Index ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Fidelity MSCI Communication Services Index ETF position peaked at $8.94K in Q4 2025.
212 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q2 2026.

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