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

Axxcess 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
2026 Q1	–	Sell	-4,973	Closed	-$255K	–	818
2025 Q4	$255K	Hold	4,973	–	–	﹤0.01%	903
2025 Q3	$221K	Sell	4,973 -355	-7%	-$14.4K	﹤0.01%	855
2025 Q2	$200K	Buy	+5,328	New	+$191K	﹤0.01%	849
2024 Q4	–	Sell	-5,323	Closed	-$230K	–	911
2024 Q3	$230K	Sell	5,323 -290	-5%	-$11.4K	0.01%	790
2024 Q2	$229K	Buy	+5,613	New	+$241K	0.01%	744

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

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

Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

Greenline Partners New York $983M AUM 29.48% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Axxcess Wealth Management's PICK Position: Q1 2026 in Review

Axxcess Wealth Management sold out of iShares MSCI Global Metals & Mining Producers ETF (PICK) in Q1 2026, closing a stake of 4,973 shares — an estimated $255K sold.

Axxcess Wealth Management first reported a position in PICK in Q2 2024 and held it in 5 quarters. The position peaked at $255K in Q4 2025. 220 funds tracked by Wall St. Rank hold PICK as of Q1 2026.

Axxcess Wealth Management reported no remaining iShares MSCI Global Metals & Mining Producers ETF position as of Q1 2026 after selling out during the quarter.
Axxcess Wealth Management sold 4,973 iShares MSCI Global Metals & Mining Producers ETF shares in Q1 2026, an estimated $255K.
Axxcess Wealth Management first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q2 2024 and held it in 5 quarters.
Axxcess Wealth Management's iShares MSCI Global Metals & Mining Producers ETF position peaked at $255K in Q4 2025.
220 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.