RFP
TEI

Root Financial Partners’s Templeton Emerging Markets Income Fund TEI Stock Holding History

Root Financial Partners’s Portfolio TEI Stock Details TEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-218
Closed -$1.31K – 2890
2026
Q1 		$1.31K Buy
+218
New +$1.44K ﹤0.01% 2491

Other funds holding TEI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

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

Root Financial Partners sold out of Templeton Emerging Markets Income Fund (TEI) in Q2 2026, closing a stake of 218 shares — an estimated $1.31K sold.

Root Financial Partners first reported a position in TEI in Q1 2026 and held it in 1 quarter. The position peaked at $1.31K in Q1 2026. 104 funds tracked by Wall St. Rank hold TEI as of Q2 2026.

  • Root Financial Partners reported no remaining Templeton Emerging Markets Income Fund position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 218 Templeton Emerging Markets Income Fund shares in Q2 2026, an estimated $1.31K.
  • Root Financial Partners first reported a position in Templeton Emerging Markets Income Fund in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Templeton Emerging Markets Income Fund position peaked at $1.31K in Q1 2026.
  • 104 funds tracked by Wall St. Rank held Templeton Emerging Markets Income Fund as of Q2 2026.

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