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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
Q2 		– Sell
-220
Closed -$119K – 2116
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
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Root Financial Partners sold out of MSCI (MSCI) in Q2 2026, closing a stake of 220 shares — an estimated $119K sold.

Root Financial Partners first reported a position in MSCI in Q3 2025 and held it in 3 quarters. The position peaked at $119K in Q1 2026. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Root Financial Partners reported no remaining MSCI position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 220 MSCI shares in Q2 2026, an estimated $119K.
  • Root Financial Partners first reported a position in MSCI in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's MSCI position peaked at $119K in Q1 2026.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

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