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Mark Sheptoff Financial Planning’s iShares MSCI Global Gold Miners ETF RING Stock Holding History

Mark Sheptoff Financial Planning’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
2026
Q2 		$9.69K Hold
150
– – 0.01% 360
2026
Q1 		$11.2K Sell
150
-800
-84% -$67.8K 0.01% 329
2025
Q4 		$70K Hold
950
– – 0.03% 175
2025
Q3 		$61.5K Hold
950
– – 0.03% 179
2025
Q2 		$41.6K Hold
950
– – 0.02% 199
2025
Q1 		$36.4K Hold
950
– – 0.02% 188
2024
Q4 		$26.7K Hold
950
– – 0.01% 232
2024
Q3 		$31.4K Hold
950
– – 0.02% 208
2024
Q2 		$26.2K Hold
950
– – 0.01% 233
2024
Q1 		$24K Hold
950
– – 0.01% 222
2023
Q4 		$23.4K Hold
950
– – 0.01% 215
2023
Q3 		$19.7K Hold
950
– – 0.01% 215
2023
Q2 		$22.1K Hold
950
– – 0.01% 218
2023
Q1 		$23.9K Hold
950
– – 0.01% 207
2022
Q4 		$21.2K Hold
950
– – 0.01% 215
2022
Q3 		$18K Hold
950
– – 0.01% 217
2022
Q2 		$21K Hold
950
– – 0.01% 218
2022
Q1 		$30K Hold
950
– – 0.02% 209
2021
Q4 		$26K Hold
950
– – 0.01% 236
2021
Q3 		$23K Sell
950
-500
-34% -$13.4K 0.01% 234
2021
Q2 		$41K Hold
1,450
– – 0.02% 208
2021
Q1 		$40K Hold
1,450
– – 0.02% 182
2020
Q4 		$43K Buy
+1,450
New +$44.9K 0.02% 172

Other funds holding RING

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Mark Sheptoff Financial Planning's RING Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its iShares MSCI Global Gold Miners ETF (RING) position steady in Q2 2026 at 150 shares worth $9.69K. The position accounts for 0.01% of the portfolio, ranked #360.

Mark Sheptoff Financial Planning first reported a position in RING in Q4 2020 and has held it in 23 quarters since. The position peaked at $70K in Q4 2025. 208 funds tracked by Wall St. Rank hold RING as of Q2 2026.

  • Mark Sheptoff Financial Planning held 150 shares of iShares MSCI Global Gold Miners ETF worth $9.69K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its iShares MSCI Global Gold Miners ETF share count unchanged in Q2 2026.
  • iShares MSCI Global Gold Miners ETF made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #360 holding.
  • Mark Sheptoff Financial Planning first reported a position in iShares MSCI Global Gold Miners ETF in Q4 2020 and has held it in 23 quarters since.
  • Mark Sheptoff Financial Planning's iShares MSCI Global Gold Miners ETF position peaked at $70K in Q4 2025.
  • 208 funds tracked by Wall St. Rank held iShares MSCI Global Gold Miners ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.