Back to IIF

Root Financial Partners, LLC → IIF

Root Financial Partners, LLC IIF Position History

Morgan Stanley India Investment Fund, Inc. • Financial Services

Quarters held
3
Latest value
$40
Q3 2026
Peak value
$74
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$74
Q1 2026$66
Q3 2026$40

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$403——
Q1 2026$663——
Q4 2025$743——

Other funds holding IIF

Other Root Financial Partners, LLC positions

CRDO

DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF

$202.9M
CRDO

DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF

$186.8M
CRDO

DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF

$162.3M
HONA

DIMENSIONAL CORE FIXED INCOME ETF

$161.8M
HONA

DIMENSIONAL CORE FIXED INCOME ETF

$158.7M
CRDO

DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF

$151.2M
CRDO

DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF

$137.4M
HONA

DIMENSIONAL CORE FIXED INCOME ETF

$137.1M