APFP
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Action Point Financial Planning’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

Action Point Financial Planning’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
Q2 		$3.3K Buy
+108
New +$3.85K ﹤0.01% 2007

Other funds holding SLVP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FCG
Fielder Capital Group Nashville, Tennessee $462M AUM 37.71% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AOWM
Asset One Wealth Management Bellevue, Washington $948M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Action Point Financial Planning's SLVP Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares MSCI Global Silver and Metals Miners ETF (SLVP) in Q2 2026: 108 shares worth $3.3K. The stake represents ﹤0.01% of the portfolio and ranks #2007 among its holdings.

124 funds tracked by Wall St. Rank hold SLVP as of Q2 2026.

  • Action Point Financial Planning held 108 shares of iShares MSCI Global Silver and Metals Miners ETF worth $3.3K as of Q2 2026.
  • iShares MSCI Global Silver and Metals Miners ETF was a new Action Point Financial Planning position in Q2 2026.
  • iShares MSCI Global Silver and Metals Miners ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2007 holding.
  • 124 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.