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Seneca Financial Advisors’s iShares MSCI Global Gold Miners ETF RING Stock Holding History

Seneca Financial 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
2023
Q1 		– Sell
-10,000
Closed -$223K – 56
2022
Q4 		$223K Buy
+10,000
New +$206K 0.14% 44
2022
Q1 		– Sell
-14,787
Closed -$399K – 49
2021
Q4 		$399K Buy
+14,787
New +$393K 0.24% 33

Other funds holding RING

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
EFM
E Fund Management Guangzhou, China $3.37B AUM
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Seneca Financial Advisors's RING Position: Q1 2023 in Review

Seneca Financial Advisors sold out of iShares MSCI Global Gold Miners ETF (RING) in Q1 2023, closing a stake of 10,000 shares — an estimated $223K sold.

Seneca Financial Advisors first reported a position in RING in Q4 2021 and held it in 2 quarters. The position peaked at $399K in Q4 2021. 95 funds tracked by Wall St. Rank hold RING as of Q1 2023.

  • Seneca Financial Advisors reported no remaining iShares MSCI Global Gold Miners ETF position as of Q1 2023 after selling out during the quarter.
  • Seneca Financial Advisors sold 10,000 iShares MSCI Global Gold Miners ETF shares in Q1 2023, an estimated $223K.
  • Seneca Financial Advisors first reported a position in iShares MSCI Global Gold Miners ETF in Q4 2021 and held it in 2 quarters.
  • Seneca Financial Advisors's iShares MSCI Global Gold Miners ETF position peaked at $399K in Q4 2021.
  • 95 funds tracked by Wall St. Rank held iShares MSCI Global Gold Miners ETF as of Q1 2023.

Based on Seneca Financial Advisors's 13F filing for Q1 2023, filed 27 Aug 2025.