Lowe 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
2023
Q3
Sell
-1,663
Closed -$38.7K 348
2023
Q2
$38.7K Hold
1,663
0.02% 125
2023
Q1
$41.9K Hold
1,663
0.02% 114
2022
Q4
$37.1K Hold
1,663
0.02% 119
2022
Q3
$31K Hold
1,663
0.02% 121
2022
Q2
$36K Hold
1,663
0.02% 114
2022
Q1
$52K Hold
1,663
0.02% 98
2021
Q4
$45K Hold
1,663
0.02% 106
2021
Q3
$41K Sell
1,663
-200
-11% -$5.38K 0.02% 104
2021
Q2
$52K Sell
1,863
-100
-5% -$3.05K 0.02% 92
2021
Q1
$54K Sell
1,963
-70
-3% -$2K 0.03% 80
2020
Q4
$61K Hold
2,033
0.03% 72
2020
Q3
$66K Buy
2,033
+70
+4% +$2.37K 0.04% 59
2020
Q2
$59K Hold
1,963
0.03% 62
2020
Q1
$38K Hold
1,963
0.03% 72
2019
Q4
$47K Hold
1,963
0.03% 67
2019
Q3
$42K Hold
1,963
0.03% 71
2019
Q2
$40K Hold
1,963
0.02% 73
2019
Q1
$34K Buy
1,963
+100
+5% +$1.72K 0.02% 79
2018
Q4
$30K Buy
1,863
+190
+11% +$2.89K 0.02% 78
2018
Q3
$24K Hold
1,673
0.01% 104
2018
Q2
$29K Buy
1,673
+30
+2% +$537 0.02% 91
2018
Q1
$29K Buy
1,643
+25
+2% +$456 0.02% 92
2017
Q4
$30K Buy
1,618
+35
+2% +$639 0.02% 89
2017
Q3
$30K Hold
1,583
0.02% 87
2017
Q2
$28K Buy
1,583
+40
+3% +$744 0.02% 80
2017
Q1
$29K Buy
1,543
+20
+1% +$385 0.02% 77
2016
Q4
$26K Hold
1,523
0.02% 84
2016
Q3
$34K Buy
1,523
+50
+3% +$1.21K 0.02% 70
2016
Q2
$35K Hold
1,473
0.02% 68
2016
Q1
$25K Hold
1,473
0.02% 85
2015
Q4
$16K Hold
1,473
0.01% 104
2015
Q3
$16K Buy
1,473
+350
+31% +$4.03K 0.01% 95
2015
Q2
$16K Hold
1,123
0.01% 114
2015
Q1
$17K Hold
1,123
0.01% 108
2014
Q4
$17K Buy
+1,123
New +$17.8K 0.01% 107

Other funds holding RING

Lowe Wealth Advisors's RING Position: Q3 2023 in Review

Lowe Wealth Advisors sold out of iShares MSCI Global Gold Miners ETF (RING) in Q3 2023, closing a stake of 1,663 shares — an estimated $38.7K sold.

Lowe Wealth Advisors first reported a position in RING in Q4 2014 and held it in 35 quarters. The position peaked at $66K in Q3 2020. 64 funds tracked by Wall St. Rank hold RING as of Q3 2023.

  • Lowe Wealth Advisors reported no remaining iShares MSCI Global Gold Miners ETF position as of Q3 2023 after selling out during the quarter.
  • Lowe Wealth Advisors sold 1,663 iShares MSCI Global Gold Miners ETF shares in Q3 2023, an estimated $38.7K.
  • Lowe Wealth Advisors first reported a position in iShares MSCI Global Gold Miners ETF in Q4 2014 and held it in 35 quarters.
  • Lowe Wealth Advisors's iShares MSCI Global Gold Miners ETF position peaked at $66K in Q3 2020.
  • 64 funds tracked by Wall St. Rank held iShares MSCI Global Gold Miners ETF as of Q3 2023.

Based on Lowe Wealth Advisors's 13F filing for Q3 2023, filed 23 Oct 2023.