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

WealthPLAN 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
2023
Q3 		– Sell
-224
Closed -$5.22K – 963
2023
Q2 		$5.22K Hold
224
– – ﹤0.01% 900
2023
Q1 		$5.64K Buy
+224
New +$5.29K ﹤0.01% 982

Other funds holding RING

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
EFM
E Fund Management Guangzhou, China $4.46B AUM

WealthPLAN Partners's RING Position: Q3 2023 in Review

WealthPLAN Partners sold out of iShares MSCI Global Gold Miners ETF (RING) in Q3 2023, closing a stake of 224 shares — an estimated $5.22K sold.

WealthPLAN Partners first reported a position in RING in Q1 2023 and held it in 2 quarters. The position peaked at $5.64K in Q1 2023. 64 funds tracked by Wall St. Rank hold RING as of Q3 2023.

  • WealthPLAN Partners reported no remaining iShares MSCI Global Gold Miners ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 224 iShares MSCI Global Gold Miners ETF shares in Q3 2023, an estimated $5.22K.
  • WealthPLAN Partners first reported a position in iShares MSCI Global Gold Miners ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's iShares MSCI Global Gold Miners ETF position peaked at $5.64K in Q1 2023.
  • 64 funds tracked by Wall St. Rank held iShares MSCI Global Gold Miners ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.