Root Financial Partners
MVFG icon

Root Financial Partners’s Monarch Volume Factor Global Unconstrained Index ETF MVFG Stock Holding History

Root Financial Partners’s Portfolio MVFG Stock Details MVFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$322K Buy
+9,559
New +$334K 0.01% 303

Other funds holding MVFG

WBI Investments
WBI Investments Red Bank, New Jersey $384M AUM 34.15% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

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

Root Financial Partners opened a new position in Monarch Volume Factor Global Unconstrained Index ETF (MVFG) in Q3 2026: 9,559 shares worth $322K. The stake represents 0.01% of the portfolio and ranks #303 among its holdings.

3 funds tracked by Wall St. Rank hold MVFG as of Q3 2026.

  • Root Financial Partners held 9,559 shares of Monarch Volume Factor Global Unconstrained Index ETF worth $322K as of Q3 2026.
  • Monarch Volume Factor Global Unconstrained Index ETF was a new Root Financial Partners position in Q3 2026.
  • Monarch Volume Factor Global Unconstrained Index ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #303 holding.
  • 3 funds tracked by Wall St. Rank held Monarch Volume Factor Global Unconstrained Index ETF as of Q3 2026.

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