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Root Financial Partners’s iShares MSCI Global Gold Miners ETF RING Stock Holding History

Root Financial Partners’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 		– Sell
-242
Closed -$19.1K – 2555
2026
Q1 		$19.1K Buy
+242
New +$20.5K ﹤0.01% 1341

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SIA
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AssetMark Inc
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FHA
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SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
KGP
Keystone Global Partners Denver, Colorado $265M AUM 22.65% 1-Year Est. Return
CC
Climber Capital Nyon, Switzerland $164M AUM
TPBG
Turning Point Benefit Group Frederick, Maryland $232M AUM 19.12% 1-Year Est. Return

Root Financial Partners's RING Position: Q2 2026 in Review

Root Financial Partners sold out of iShares MSCI Global Gold Miners ETF (RING) in Q2 2026, closing a stake of 242 shares — an estimated $19.1K sold.

Root Financial Partners first reported a position in RING in Q1 2026 and held it in 1 quarter. The position peaked at $19.1K in Q1 2026. 72 funds tracked by Wall St. Rank hold RING as of Q2 2026.

  • Root Financial Partners reported no remaining iShares MSCI Global Gold Miners ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 242 iShares MSCI Global Gold Miners ETF shares in Q2 2026, an estimated $19.1K.
  • Root Financial Partners first reported a position in iShares MSCI Global Gold Miners ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's iShares MSCI Global Gold Miners ETF position peaked at $19.1K in Q1 2026.
  • 72 funds tracked by Wall St. Rank held iShares MSCI Global Gold Miners ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.