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

Valeo 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
2021
Q2 		– Sell
-635
Closed -$17K – 1527
2021
Q1 		$17K Sell
635
-55
-8% -$1.57K ﹤0.01% 1232
2020
Q4 		$21K Buy
+690
New +$21.4K ﹤0.01% 1017

Other funds holding RING

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Valeo Financial Advisors's RING Position: Q2 2021 in Review

Valeo Financial Advisors sold out of iShares MSCI Global Gold Miners ETF (RING) in Q2 2021, closing a stake of 635 shares — an estimated $17K sold.

Valeo Financial Advisors first reported a position in RING in Q4 2020 and held it in 2 quarters. The position peaked at $21K in Q4 2020. 80 funds tracked by Wall St. Rank hold RING as of Q2 2021.

  • Valeo Financial Advisors reported no remaining iShares MSCI Global Gold Miners ETF position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 635 iShares MSCI Global Gold Miners ETF shares in Q2 2021, an estimated $17K.
  • Valeo Financial Advisors first reported a position in iShares MSCI Global Gold Miners ETF in Q4 2020 and held it in 2 quarters.
  • Valeo Financial Advisors's iShares MSCI Global Gold Miners ETF position peaked at $21K in Q4 2020.
  • 80 funds tracked by Wall St. Rank held iShares MSCI Global Gold Miners ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.