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

EP Wealth Advisors’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 		$210K Sell
4,792
-1,584
-25% -$65.8K ﹤0.01% 1227
2025
Q1 		$245K Sell
6,376
-4,904
-43% -$165K ﹤0.01% 1026
2024
Q4 		$317K Buy
11,280
+7,079
+169% +$224K ﹤0.01% 851
2024
Q3 		$139K Hold
4,201
– – ﹤0.01% 1111
2024
Q2 		$116K Buy
4,201
+1
+0% +$27 ﹤0.01% 815
2024
Q1 		$106K Sell
4,200
-580
-12% -$13.1K ﹤0.01% 807
2023
Q4 		$117K Buy
+4,780
New +$110K ﹤0.01% 774

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

EP Wealth Advisors's RING Position: Q2 2025 in Review

EP Wealth Advisors reduced its iShares MSCI Global Gold Miners ETF (RING) stake by 25% in Q2 2025, selling an estimated $65.8K and leaving 4,792 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #1227.

EP Wealth Advisors first reported a position in RING in Q4 2023 and has held it in 7 quarters since. The position peaked at $317K in Q4 2024. 165 funds tracked by Wall St. Rank hold RING as of Q2 2025.

  • EP Wealth Advisors held 4,792 shares of iShares MSCI Global Gold Miners ETF worth $210K as of Q2 2025.
  • EP Wealth Advisors sold 1,584 iShares MSCI Global Gold Miners ETF shares in Q2 2025, an estimated $65.8K.
  • iShares MSCI Global Gold Miners ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1227 holding.
  • EP Wealth Advisors first reported a position in iShares MSCI Global Gold Miners ETF in Q4 2023 and has held it in 7 quarters since.
  • EP Wealth Advisors's iShares MSCI Global Gold Miners ETF position peaked at $317K in Q4 2024.
  • 165 funds tracked by Wall St. Rank held iShares MSCI Global Gold Miners ETF as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.