Root Financial Partners
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Root Financial Partners’s iShares Global Energy ETF IXC Stock Holding History

Root Financial Partners’s Portfolio IXC Stock Details IXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$26.1K Buy
+459
New +$25.7K ﹤0.01% 1408
2026
Q2 		– Sell
-436
Closed -$25.1K – 1818
2026
Q1 		$25.1K Sell
436
-143
-25% -$7.12K ﹤0.01% 1197
2025
Q4 		$24.3K Buy
579
+54
+10% +$2.27K ﹤0.01% 1080
2025
Q3 		$21.9K Buy
+525
New +$21.4K ﹤0.01% 1070

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Morgan Stanley
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Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Verger Capital Management
Verger Capital Management Winston-Salem, North Carolina $363M AUM 13.28% 1-Year Est. Return

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

Root Financial Partners opened a new position in iShares Global Energy ETF (IXC) in Q3 2026: 459 shares worth $26.1K. The stake represents ﹤0.01% of the portfolio and ranks #1408 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IXC as recently as Q1 2026.

Root Financial Partners first reported a position in IXC in Q3 2025 and has held it in 4 quarters since. 302 funds tracked by Wall St. Rank hold IXC as of Q3 2026.

  • Root Financial Partners held 459 shares of iShares Global Energy ETF worth $26.1K as of Q3 2026.
  • iShares Global Energy ETF was a new Root Financial Partners position in Q3 2026.
  • iShares Global Energy ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1408 holding.
  • Root Financial Partners first reported a position in iShares Global Energy ETF in Q3 2025 and has held it in 4 quarters since.
  • 302 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2026.

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