EP Wealth Advisors’s iShares MSCI Global Gold Miners ETF RING Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$210K Sell
2025
Q1
$245K Sell
2024
Q4
$317K Buy
2024
Q3
$139K Hold
2024
Q2
$116K Buy
2024
Q1
$106K Sell
2023
Q4
$117K Buy