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Atria Wealth Solutions’s iShares MSCI Global Gold Miners ETF RING Stock Holding History

Atria Wealth Solutions’s Portfolio RING Stock Details RING Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-25,789
Closed -$989K – 1823
2025
Q1 		$989K Buy
25,789
+6,870
+36% +$231K 0.01% 905
2024
Q4 		$532K Buy
+18,919
New +$598K 0.01% 1248
2023
Q2 		– Sell
-140,217
Closed -$3.53M – 1971
2023
Q1 		$3.53M Buy
140,217
+7,336
+6% +$173K 0.05% 361
2022
Q4 		$2.97M Sell
132,881
-10,639
-7% -$219K 0.05% 386
2022
Q3 		$2.69M Buy
143,520
+44,703
+45% +$875K 0.05% 382
2022
Q2 		$2.15M Buy
98,817
+50,173
+103% +$1.36M 0.04% 420
2022
Q1 		$1.51M Buy
+48,644
New +$1.37M 0.03% 570

Other funds holding RING

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return