Root Financial Partners
MSCI icon

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
Q3 		$121K Buy
+224
New +$128K ﹤0.01% 649
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

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

Root Financial Partners opened a new position in MSCI (MSCI) in Q3 2026: 224 shares worth $121K. The stake represents ﹤0.01% of the portfolio and ranks #649 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MSCI as recently as Q1 2026.

Root Financial Partners first reported a position in MSCI in Q3 2025 and has held it in 4 quarters since. 868 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

  • Root Financial Partners held 224 shares of MSCI worth $121K as of Q3 2026.
  • MSCI was a new Root Financial Partners position in Q3 2026.
  • MSCI made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #649 holding.
  • Root Financial Partners first reported a position in MSCI in Q3 2025 and has held it in 4 quarters since.
  • 868 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

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