Accordant Advisory Group’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

Accordant Advisory Group’s Portfolio SLVP Stock Details SLVP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$240K	Sell	6,778 -1,938	-22%	-$77.5K	0.15%	45
2025 Q4	$299K	Buy	8,716 +221	+3%	+$6.5K	0.21%	45
2025 Q3	$233K	Sell	8,495 -4,410	-34%	-$92.6K	0.16%	50
2025 Q2	$230K	Buy	+12,905	New	+$205K	0.17%	50

Other funds holding SLVP

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FCG

Fielder Capital Group Nashville, Tennessee $459M AUM 48.94% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Accordant Advisory Group's SLVP Position: Q1 2026 in Review

Accordant Advisory Group reduced its iShares MSCI Global Silver and Metals Miners ETF (SLVP) stake by 22% in Q1 2026, selling an estimated $77.5K and leaving 6,778 shares worth $240K. The position accounts for 0.15% of the portfolio, ranked #45.

Accordant Advisory Group first reported a position in SLVP in Q2 2025 and has held it in 4 quarters since. The position peaked at $299K in Q4 2025. 122 funds tracked by Wall St. Rank hold SLVP as of Q1 2026.

Accordant Advisory Group held 6,778 shares of iShares MSCI Global Silver and Metals Miners ETF worth $240K as of Q1 2026.
Accordant Advisory Group sold 1,938 iShares MSCI Global Silver and Metals Miners ETF shares in Q1 2026, an estimated $77.5K.
iShares MSCI Global Silver and Metals Miners ETF made up 0.15% of Accordant Advisory Group's portfolio in Q1 2026, its #45 holding.
Accordant Advisory Group first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q2 2025 and has held it in 4 quarters since.
Accordant Advisory Group's iShares MSCI Global Silver and Metals Miners ETF position peaked at $299K in Q4 2025.
122 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q1 2026.

Based on Accordant Advisory Group's 13F filing for Q1 2026, filed 11 May 2026.