Root Financial Partners
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Root Financial Partners’s iShares Global Consumer Staples ETF KXI Stock Holding History

Root Financial Partners’s Portfolio KXI Stock Details KXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.47K Buy
+53
New +$3.62K ﹤0.01% 2377
2026
Q1 		– Sell
-39
Closed -$2.52K – 3520
2025
Q4 		$2.52K Sell
39
-39
-50% -$2.53K ﹤0.01% 1951
2025
Q3 		$5.02K Buy
+78
New +$5.1K ﹤0.01% 1722

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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Morningstar Investment Management
Morningstar Investment Management Chicago, Illinois $1.69B AUM 12.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Banco Santander
Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
ICICI Prudential Asset Management
ICICI Prudential Asset Management Mumbai, India $965M AUM 30.07% 1-Year Est. Return

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

Root Financial Partners opened a new position in iShares Global Consumer Staples ETF (KXI) in Q3 2026: 53 shares worth $3.47K. The stake represents ﹤0.01% of the portfolio and ranks #2377 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in KXI as recently as Q4 2025.

Root Financial Partners first reported a position in KXI in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.02K in Q3 2025. 118 funds tracked by Wall St. Rank hold KXI as of Q3 2026.

  • Root Financial Partners held 53 shares of iShares Global Consumer Staples ETF worth $3.47K as of Q3 2026.
  • iShares Global Consumer Staples ETF was a new Root Financial Partners position in Q3 2026.
  • iShares Global Consumer Staples ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2377 holding.
  • Root Financial Partners first reported a position in iShares Global Consumer Staples ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's iShares Global Consumer Staples ETF position peaked at $5.02K in Q3 2025.
  • 118 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q3 2026.

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