Root Financial Partners, LLC Ishares Msci Acwi ETF Transaction History

Root Financial Partners, LLC

$1.62 Trillion
Q3 2025

A detailed history of Root Financial Partners, LLC transactions in Ishares Msci Acwi ETF stock. As of the latest transaction made, Root Financial Partners, LLC holds 3 shares of ACWI stock, worth $420. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$420

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 29, 2025	BUY	$128.32 - $138.41 $384 - $415	3 New	3 $419,000

Others Institutions Holding ACWI

# of Institutions

864

Shares Held

72.2M

Call Options Held

179K

Put Options Held

257K

Morgan Stanley New York, NY

7M
Shares

$980 Million
0.06% of portfolio
Phoenix Holdings Ltd. Givatayim, L3

3.25M
Shares

$455 Million
5.66% of portfolio
P/E Global LLC

2.12M
Shares

$297 Million
58.64% of portfolio
Sageworth Trust CO

1.73M
Shares

$243 Million
11.34% of portfolio
Wells Fargo & Company San Francisco, CA

1.69M
Shares

$237 Million
0.05% of portfolio

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About ISHARES MSCI ACWI ETF

Ticker ACWI
Sector ETFs
Industry ETFs

More about ACWI

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Root Financial Partners, LLC Ishares Msci Acwi ETF Transaction History