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Root Financial Partners’s Impact Shares Womens Empowerment ETF Trading WOMN Stock Holding History

Root Financial Partners’s Portfolio WOMN Stock Details WOMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-147
Closed -$5.82K – 3182
2026
Q1 		$5.82K Hold
147
– – ﹤0.01% 1895
2025
Q4 		$6.1K Hold
147
– – ﹤0.01% 1700
2025
Q3 		$5.98K Buy
+147
New +$5.88K ﹤0.01% 1650

Other funds holding WOMN

WA
Westfuller Advisors New York $275M AUM 24.54% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
SSCA
South Shore Capital Advisors Cohasset, Massachusetts $149M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

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

Root Financial Partners sold out of Impact Shares Womens Empowerment ETF Trading (WOMN) in Q2 2026, closing a stake of 147 shares — an estimated $5.82K sold.

Root Financial Partners first reported a position in WOMN in Q3 2025 and held it in 3 quarters. The position peaked at $6.1K in Q4 2025. 13 funds tracked by Wall St. Rank hold WOMN as of Q2 2026.

  • Root Financial Partners reported no remaining Impact Shares Womens Empowerment ETF Trading position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 147 Impact Shares Womens Empowerment ETF Trading shares in Q2 2026, an estimated $5.82K.
  • Root Financial Partners first reported a position in Impact Shares Womens Empowerment ETF Trading in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Impact Shares Womens Empowerment ETF Trading position peaked at $6.1K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held Impact Shares Womens Empowerment ETF Trading as of Q2 2026.

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