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Root Financial Partners, LLC → ECAT
Root Financial Partners, LLC ECAT Position History
BlackRock ESG Capital Allocation Term Trust • Energy
Quarters held
3
Latest value
$50K
Q3 2026
Peak value
$50K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $7K |
| Q1 2026 | $3K |
| Q3 2026 | $50K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $50K | 3.6K | — | — |
| Q1 2026 | $3K | 191 | — | — |
| Q4 2025 | $7K | 479 | — | — |
Other funds holding ECAT
$25.3M
$24.7M
$24.3M
$21.8M
$11.2M
Other Root Financial Partners, LLC positions
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CRDO
$162.3MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
HONA
$161.8MDIMENSIONAL CORE FIXED INCOME ETF
HONA
$158.7MDIMENSIONAL CORE FIXED INCOME ETF
CRDO
$151.2MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
CRDO
$137.4MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
HONA
$137.1MDIMENSIONAL CORE FIXED INCOME ETF