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Root Financial Partners’s MSCI MSCI Stock Holding History

Root Financial Partners’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$119K Buy
220
+163
+286% +$91.9K 0.01% 503
2025
Q4 		$32.7K Buy
57
+8
+16% +$4.49K ﹤0.01% 901
2025
Q3 		$27.8K Buy
+49
New +$27.7K ﹤0.01% 935

Other funds holding MSCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Root Financial Partners's MSCI Position: Q1 2026 in Review

Root Financial Partners increased its MSCI (MSCI) stake by 286% in Q1 2026, buying an estimated $91.9K and bringing the position to 220 shares worth $119K. The position accounts for 0.01% of the portfolio, ranked #503.

Root Financial Partners first reported a position in MSCI in Q3 2025 and has held it in 3 quarters since. 1,057 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Root Financial Partners held 220 shares of MSCI worth $119K as of Q1 2026.
  • Root Financial Partners bought 163 MSCI shares in Q1 2026, an estimated $91.9K.
  • MSCI made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #503 holding.
  • Root Financial Partners first reported a position in MSCI in Q3 2025 and has held it in 3 quarters since.
  • 1,057 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.