AWM
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Axxcess Wealth Management’s iShares MSCI Global Gold Miners ETF RING Stock Holding History

Axxcess Wealth Management’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
2024
Q4 		– Sell
-8,102
Closed -$267K – 919
2024
Q3 		$267K Buy
+8,102
New +$253K 0.01% 725

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Envestnet Asset Management
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Morgan Stanley
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LPL Financial
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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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Axxcess Wealth Management's RING Position: Q4 2024 in Review

Axxcess Wealth Management sold out of iShares MSCI Global Gold Miners ETF (RING) in Q4 2024, closing a stake of 8,102 shares — an estimated $267K sold.

Axxcess Wealth Management first reported a position in RING in Q3 2024 and held it in 1 quarter. The position peaked at $267K in Q3 2024. 124 funds tracked by Wall St. Rank hold RING as of Q4 2024.

  • Axxcess Wealth Management reported no remaining iShares MSCI Global Gold Miners ETF position as of Q4 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 8,102 iShares MSCI Global Gold Miners ETF shares in Q4 2024, an estimated $267K.
  • Axxcess Wealth Management first reported a position in iShares MSCI Global Gold Miners ETF in Q3 2024 and held it in 1 quarter.
  • Axxcess Wealth Management's iShares MSCI Global Gold Miners ETF position peaked at $267K in Q3 2024.
  • 124 funds tracked by Wall St. Rank held iShares MSCI Global Gold Miners ETF as of Q4 2024.

Based on Axxcess Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.