Householder Group Estate & Retirement Specialist’s iShares MSCI Global Gold Miners ETF RING Stock Holding History

Householder Group Estate & Retirement Specialist’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	-168	Closed	-$5K	–	1054
2024 Q3	$5K	Hold	168	–	–	﹤0.01%	940
2024 Q2	$4K	Hold	168	–	–	﹤0.01%	978
2024 Q1	$4.25K	Hold	168	–	–	﹤0.01%	955
2023 Q4	$4K	Hold	168	–	–	﹤0.01%	921
2023 Q3	$3.48K	Buy	+168	New	+$3.83K	﹤0.01%	991
2023 Q1	$4K	Buy	+168	New	+$3.97K	﹤0.01%	1003
2022 Q4	–	Sell	-168	Closed	-$3K	–	936
2022 Q3	$3K	Buy	+168	New	+$3.29K	﹤0.01%	933

Other funds holding RING

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

MERSOM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's RING Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares MSCI Global Gold Miners ETF (RING) in Q4 2024, closing a stake of 168 shares — an estimated $5K sold.

Householder Group Estate & Retirement Specialist first reported a position in RING in Q3 2022 and held it in 7 quarters. The position peaked at $5K in Q3 2024. 124 funds tracked by Wall St. Rank hold RING as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining iShares MSCI Global Gold Miners ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 168 iShares MSCI Global Gold Miners ETF shares in Q4 2024, an estimated $5K.
Householder Group Estate & Retirement Specialist first reported a position in iShares MSCI Global Gold Miners ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's iShares MSCI Global Gold Miners ETF position peaked at $5K in Q3 2024.
124 funds tracked by Wall St. Rank held iShares MSCI Global Gold Miners ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.