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

Lowe 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
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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

EFM

E Fund Management Guangzhou, China $3.37B AUM

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.