Avantax Advisory Services’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

Avantax Advisory Services’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 Q2	$725K	Buy	19,270 +6,182	+47%	+$222K	﹤0.01%	1357
2025 Q1	$470K	Buy	13,088 +1,282	+11%	+$46.8K	﹤0.01%	1541
2024 Q4	$413K	Sell	11,806 -1,466	-11%	-$58.1K	﹤0.01%	1569
2024 Q3	$573K	Buy	13,272 +2,166	+20%	+$85.4K	﹤0.01%	1323
2024 Q2	$453K	Buy	11,106 +4,874	+78%	+$209K	﹤0.01%	1423
2024 Q1	$260K	Buy	6,232 +1,099	+21%	+$44.3K	﹤0.01%	1383
2023 Q4	$221K	Buy	+5,133	New	+$204K	﹤0.01%	1425
2023 Q2	–	Sell	-8,749	Closed	-$374K	–	1557
2023 Q1	$374K	Buy	8,749 +2,672	+44%	+$117K	﹤0.01%	1034
2022 Q4	$249K	Buy	+6,077	New	+$238K	﹤0.01%	1201

Other funds holding PICK

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Greenline Partners New York $930M AUM 29.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

Avantax Advisory Services's PICK Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares MSCI Global Metals & Mining Producers ETF (PICK) stake by 47% in Q2 2025, buying an estimated $222K and bringing the position to 19,270 shares worth $725K. The position accounts for ﹤0.01% of the portfolio, ranked #1357.

Avantax Advisory Services first reported a position in PICK in Q4 2022 and has held it in 9 quarters since. 144 funds tracked by Wall St. Rank hold PICK as of Q2 2025.

Avantax Advisory Services held 19,270 shares of iShares MSCI Global Metals & Mining Producers ETF worth $725K as of Q2 2025.
Avantax Advisory Services bought 6,182 iShares MSCI Global Metals & Mining Producers ETF shares in Q2 2025, an estimated $222K.
iShares MSCI Global Metals & Mining Producers ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1357 holding.
Avantax Advisory Services first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q4 2022 and has held it in 9 quarters since.
144 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.