Root Financial Partners
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Root Financial Partners’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Root Financial Partners’s Portfolio IEUR Stock Details IEUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$8.99K Buy
+122
New +$9.31K ﹤0.01% 1967
2026
Q2 		– Sell
-238
Closed -$16.7K – 1723
2026
Q1 		$16.7K Hold
238
– – ﹤0.01% 1426
2025
Q4 		$16.9K Buy
238
+37
+18% +$2.56K ﹤0.01% 1262
2025
Q3 		$13.7K Buy
+201
New +$13.4K ﹤0.01% 1303

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WestEnd Advisors
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Janney Montgomery Scott
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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

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

Root Financial Partners opened a new position in iShares Core MSCI Europe ETF (IEUR) in Q3 2026: 122 shares worth $8.99K. The stake represents ﹤0.01% of the portfolio and ranks #1967 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IEUR as recently as Q1 2026.

Root Financial Partners first reported a position in IEUR in Q3 2025 and has held it in 4 quarters since. The position peaked at $16.9K in Q4 2025. 363 funds tracked by Wall St. Rank hold IEUR as of Q3 2026.

  • Root Financial Partners held 122 shares of iShares Core MSCI Europe ETF worth $8.99K as of Q3 2026.
  • iShares Core MSCI Europe ETF was a new Root Financial Partners position in Q3 2026.
  • iShares Core MSCI Europe ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1967 holding.
  • Root Financial Partners first reported a position in iShares Core MSCI Europe ETF in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's iShares Core MSCI Europe ETF position peaked at $16.9K in Q4 2025.
  • 363 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q3 2026.

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