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MSFP
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
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
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$122B AUM
29.27%
1-Year Est. Return
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$374B AUM
17.66%
1-Year Est. Return
BlackRock
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$5.7T AUM
30.48%
1-Year Est. Return
LPL Financial
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$376B AUM
19.32%
1-Year Est. Return
MERSOM
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Lansing, Michigan
$8.81B AUM
10.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
MML Investors Services
Springfield, Massachusetts
$36.1B AUM
19.68%
1-Year Est. Return
Allianz Asset Management
Munich, Germany
$86.6B AUM
38.74%
1-Year Est. Return
HighTower Advisors
Chicago, Illinois
$94.2B AUM
21.24%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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