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

Prevail Innovative 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
2025 Q3	–	Sell	-13,489	Closed	-$591K	–	233
2025 Q2	$591K	Buy	+13,489	New	+$561K	0.13%	159
2024 Q4	–	Sell	-15,194	Closed	-$502K	–	194
2024 Q3	$502K	Buy	+15,194	New	+$475K	0.15%	119

Other funds holding RING

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.2B AUM 35.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Prevail Innovative Wealth Advisors's RING Position: Q3 2025 in Review

Prevail Innovative Wealth Advisors sold out of iShares MSCI Global Gold Miners ETF (RING) in Q3 2025, closing a stake of 13,489 shares — an estimated $591K sold.

Prevail Innovative Wealth Advisors first reported a position in RING in Q3 2024 and held it in 2 quarters. The position peaked at $591K in Q2 2025. 192 funds tracked by Wall St. Rank hold RING as of Q3 2025.

Prevail Innovative Wealth Advisors reported no remaining iShares MSCI Global Gold Miners ETF position as of Q3 2025 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 13,489 iShares MSCI Global Gold Miners ETF shares in Q3 2025, an estimated $591K.
Prevail Innovative Wealth Advisors first reported a position in iShares MSCI Global Gold Miners ETF in Q3 2024 and held it in 2 quarters.
Prevail Innovative Wealth Advisors's iShares MSCI Global Gold Miners ETF position peaked at $591K in Q2 2025.
192 funds tracked by Wall St. Rank held iShares MSCI Global Gold Miners ETF as of Q3 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.