Financial & Tax Architects’s iShares MSCI Global Gold Miners ETF RING Stock Holding History

Financial & Tax Architects’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
2023 Q2	–	Sell	-78,230	Closed	-$1.97M	–	85
2023 Q1	$1.97M	Sell	78,230 -67,377	-46%	-$1.59M	0.65%	39
2022 Q4	$3.71M	Sell	145,607 -7,076	-5%	-$146K	1.26%	35
2022 Q3	$2.86M	Buy	152,683 +36,288	+31%	+$710K	1.07%	35
2022 Q2	$2.54M	Buy	116,395 +27,016	+30%	+$733K	0.96%	37
2022 Q1	$2.78M	Buy	89,379 +12,118	+16%	+$340K	1.05%	37
2021 Q4	$2.08M	Buy	77,261 +13,539	+21%	+$360K	0.85%	41
2021 Q3	$1.57M	Buy	63,722 +20,311	+47%	+$546K	0.71%	48
2021 Q2	$1.22M	Buy	43,411 +22,342	+106%	+$682K	0.6%	46
2021 Q1	$576K	Buy	+21,069	New	+$601K	0.32%	54

Other funds holding RING

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

Financial & Tax Architects's RING Position: Q2 2023 in Review

Financial & Tax Architects sold out of iShares MSCI Global Gold Miners ETF (RING) in Q2 2023, closing a stake of 78,230 shares — an estimated $1.97M sold.

Financial & Tax Architects first reported a position in RING in Q1 2021 and held it in 9 quarters. The position peaked at $3.71M in Q4 2022. 77 funds tracked by Wall St. Rank hold RING as of Q2 2023.

Financial & Tax Architects reported no remaining iShares MSCI Global Gold Miners ETF position as of Q2 2023 after selling out during the quarter.
Financial & Tax Architects sold 78,230 iShares MSCI Global Gold Miners ETF shares in Q2 2023, an estimated $1.97M.
Financial & Tax Architects first reported a position in iShares MSCI Global Gold Miners ETF in Q1 2021 and held it in 9 quarters.
Financial & Tax Architects's iShares MSCI Global Gold Miners ETF position peaked at $3.71M in Q4 2022.
77 funds tracked by Wall St. Rank held iShares MSCI Global Gold Miners ETF as of Q2 2023.

Based on Financial & Tax Architects's 13F filing for Q2 2023, filed 25 Jul 2023.