Root Financial Partners’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Root Financial Partners’s Portfolio SHE Stock Details SHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-587	Closed	-$75K	–	2694
2026 Q1	$75K	Hold	587	–	–	﹤0.01%	696
2025 Q4	$77.5K	Sell	587 -79	-12%	-$10.3K	﹤0.01%	554
2025 Q3	$84.9K	Buy	+666	New	+$83.4K	0.01%	494

Other funds holding SHE

RCG

Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

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

Root Financial Partners sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q2 2026, closing a stake of 587 shares — an estimated $75K sold.

Root Financial Partners first reported a position in SHE in Q3 2025 and held it in 3 quarters. The position peaked at $84.9K in Q3 2025. 132 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

Root Financial Partners reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 587 State Street SPDR MSCI USA Gender Diversity ETF shares in Q2 2026, an estimated $75K.
Root Financial Partners first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $84.9K in Q3 2025.
132 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

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