Institutional & Family Asset Management’s iShares MSCI Global Gold Miners ETF RING Stock Holding History

Institutional & Family Asset 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 Q2	$2.13K	Hold	77	–	–	﹤0.01%	573
2024 Q1	$1.95K	Hold	77	–	–	﹤0.01%	585
2023 Q4	$1.89K	Hold	77	–	–	﹤0.01%	563
2023 Q3	$1.59K	Hold	77	–	–	﹤0.01%	570
2023 Q2	$1.79K	Hold	77	–	–	﹤0.01%	576
2023 Q1	$1.94K	Hold	77	–	–	﹤0.01%	569
2022 Q4	$1.72K	Hold	77	–	–	﹤0.01%	564
2022 Q3	$1K	Hold	77	–	–	﹤0.01%	671
2022 Q2	$2K	Hold	77	–	–	﹤0.01%	614
2022 Q1	$2K	Hold	77	–	–	﹤0.01%	660
2021 Q4	$2K	Hold	77	–	–	﹤0.01%	683
2021 Q3	$2K	Hold	77	–	–	﹤0.01%	793
2021 Q2	$2K	Hold	77	–	–	﹤0.01%	837
2021 Q1	$2K	Hold	77	–	–	﹤0.01%	816
2020 Q4	$2K	Hold	77	–	–	﹤0.01%	788
2020 Q3	$3K	Hold	77	–	–	﹤0.01%	656
2020 Q2	$2K	Hold	77	–	–	﹤0.01%	710
2020 Q1	$1K	Hold	77	–	–	﹤0.01%	771
2019 Q4	$2K	Hold	77	–	–	﹤0.01%	756
2019 Q3	$2K	Hold	77	–	–	﹤0.01%	720
2019 Q2	$2K	Hold	77	–	–	﹤0.01%	734
2019 Q1	$1K	Hold	77	–	–	﹤0.01%	804
2018 Q4	$1K	Hold	77	–	–	﹤0.01%	783
2018 Q3	$1K	Hold	77	–	–	﹤0.01%	816
2018 Q2	$1K	Hold	77	–	–	﹤0.01%	809
2018 Q1	$1K	Buy	+77	New	+$1.41K	﹤0.01%	804

Other funds holding RING

MERSOM

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

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

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

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

QAM

Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

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

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

1WA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Institutional & Family Asset Management's RING Position: Q2 2024 in Review

Institutional & Family Asset Management held its iShares MSCI Global Gold Miners ETF (RING) position steady in Q2 2024 at 77 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Institutional & Family Asset Management first reported a position in RING in Q1 2018 and has held it in 26 quarters since. The position peaked at $3K in Q3 2020. 92 funds tracked by Wall St. Rank hold RING as of Q2 2024.

Institutional & Family Asset Management held 77 shares of iShares MSCI Global Gold Miners ETF worth $2.13K as of Q2 2024.
Institutional & Family Asset Management left its iShares MSCI Global Gold Miners ETF share count unchanged in Q2 2024.
iShares MSCI Global Gold Miners ETF made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #573 holding.
Institutional & Family Asset Management first reported a position in iShares MSCI Global Gold Miners ETF in Q1 2018 and has held it in 26 quarters since.
Institutional & Family Asset Management's iShares MSCI Global Gold Miners ETF position peaked at $3K in Q3 2020.
92 funds tracked by Wall St. Rank held iShares MSCI Global Gold Miners ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.