MAM
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Milestone Asset Management’s iShares MSCI Global Gold Miners ETF RING Stock Holding History

Milestone 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
2023
Q2 		– Sell
-126,004
Closed -$3.17M – 75
2023
Q1 		$3.17M Buy
+126,004
New +$2.98M 1.81% 14

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
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
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

Milestone Asset Management's RING Position: Q2 2023 in Review

Milestone Asset Management sold out of iShares MSCI Global Gold Miners ETF (RING) in Q2 2023, closing a stake of 126,004 shares — an estimated $3.17M sold.

Milestone Asset Management first reported a position in RING in Q1 2023 and held it in 1 quarter. The position peaked at $3.17M in Q1 2023. 77 funds tracked by Wall St. Rank hold RING as of Q2 2023.

  • Milestone Asset Management reported no remaining iShares MSCI Global Gold Miners ETF position as of Q2 2023 after selling out during the quarter.
  • Milestone Asset Management sold 126,004 iShares MSCI Global Gold Miners ETF shares in Q2 2023, an estimated $3.17M.
  • Milestone Asset Management first reported a position in iShares MSCI Global Gold Miners ETF in Q1 2023 and held it in 1 quarter.
  • Milestone Asset Management's iShares MSCI Global Gold Miners ETF position peaked at $3.17M in Q1 2023.
  • 77 funds tracked by Wall St. Rank held iShares MSCI Global Gold Miners ETF as of Q2 2023.

Based on Milestone Asset Management's 13F filing for Q2 2023, filed 8 Aug 2023.