AWM
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Abound Wealth Management’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

Abound Wealth Management’s Portfolio PICK Stock Details PICK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,152
Closed -$43.3K – 1390
2025
Q2 		$43.3K Buy
1,152
+22
+2% +$790 0.01% 216
2025
Q1 		$40.5K Hold
1,130
– – 0.01% 210
2024
Q4 		$39.5K Buy
1,130
+20
+2% +$793 0.01% 202
2024
Q3 		$48K Sell
1,110
-138
-11% -$5.44K 0.02% 183
2024
Q2 		$51K Buy
1,248
+15
+1% +$643 0.02% 148
2024
Q1 		$51.4K Hold
1,233
– – 0.02% 147
2023
Q4 		$53.1K Buy
+1,233
New +$49K 0.02% 140

Other funds holding PICK

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
GP
Greenline Partners New York $983M AUM 29.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Abound Wealth Management's PICK Position: Q3 2025 in Review

Abound Wealth Management sold out of iShares MSCI Global Metals & Mining Producers ETF (PICK) in Q3 2025, closing a stake of 1,152 shares — an estimated $43.3K sold.

Abound Wealth Management first reported a position in PICK in Q4 2023 and held it in 7 quarters. The position peaked at $53.1K in Q4 2023. 149 funds tracked by Wall St. Rank hold PICK as of Q3 2025.

  • Abound Wealth Management reported no remaining iShares MSCI Global Metals & Mining Producers ETF position as of Q3 2025 after selling out during the quarter.
  • Abound Wealth Management sold 1,152 iShares MSCI Global Metals & Mining Producers ETF shares in Q3 2025, an estimated $43.3K.
  • Abound Wealth Management first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q4 2023 and held it in 7 quarters.
  • Abound Wealth Management's iShares MSCI Global Metals & Mining Producers ETF position peaked at $53.1K in Q4 2023.
  • 149 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q3 2025.

Based on Abound Wealth Management's 13F filing for Q3 2025, filed 10 Oct 2025.