Arkadios Wealth Advisors’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

Arkadios Wealth Advisors’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
2021 Q4	–	Sell	-181	Closed	-$7K	–	1434
2021 Q3	$7K	Hold	181	–	–	﹤0.01%	1532
2021 Q2	$8K	Buy	181 +2	+1%	+$93	﹤0.01%	1601
2021 Q1	$7K	Hold	179	–	–	﹤0.01%	1290
2020 Q4	$6K	Buy	179 +3	+2%	+$94	﹤0.01%	1085
2020 Q3	$4.89K	Hold	176	–	–	﹤0.01%	853
2020 Q2	$4.63K	Buy	176 +2	+1%	+$45	﹤0.01%	790
2020 Q1	$3.36K	Buy	+174	New	+$4.37K	﹤0.01%	853

Other funds holding PICK

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arkadios Wealth Advisors's PICK Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of iShares MSCI Global Metals & Mining Producers ETF (PICK) in Q4 2021, closing a stake of 181 shares — an estimated $7K sold.

Arkadios Wealth Advisors first reported a position in PICK in Q1 2020 and held it in 7 quarters. The position peaked at $8K in Q2 2021. 117 funds tracked by Wall St. Rank hold PICK as of Q4 2021.

Arkadios Wealth Advisors reported no remaining iShares MSCI Global Metals & Mining Producers ETF position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 181 iShares MSCI Global Metals & Mining Producers ETF shares in Q4 2021, an estimated $7K.
Arkadios Wealth Advisors first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q1 2020 and held it in 7 quarters.
Arkadios Wealth Advisors's iShares MSCI Global Metals & Mining Producers ETF position peaked at $8K in Q2 2021.
117 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.