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

Baystate 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
2023 Q4	$5.99K	Sell	139 -130	-48%	-$5.17K	﹤0.01%	846
2023 Q3	$10.7K	Hold	269	–	–	﹤0.01%	570
2023 Q2	$10.9K	Buy	269 +5	+2%	+$204	﹤0.01%	554
2023 Q1	$11.3K	Hold	264	–	–	﹤0.01%	546
2022 Q4	$11K	Buy	264 +7	+3%	+$274	﹤0.01%	561
2022 Q3	$9K	Hold	257	–	–	﹤0.01%	564
2022 Q2	$9K	Buy	+257	New	+$11.5K	﹤0.01%	590

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

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

RJA

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

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

Baystate Wealth Management's PICK Position: Q4 2023 in Review

Baystate Wealth Management reduced its iShares MSCI Global Metals & Mining Producers ETF (PICK) stake by 48% in Q4 2023, selling an estimated $5.17K and leaving 139 shares worth $5.99K. The position accounts for ﹤0.01% of the portfolio, ranked #846.

Baystate Wealth Management first reported a position in PICK in Q2 2022 and has held it in 7 quarters since. The position peaked at $11.3K in Q1 2023. 173 funds tracked by Wall St. Rank hold PICK as of Q4 2023.

Baystate Wealth Management held 139 shares of iShares MSCI Global Metals & Mining Producers ETF worth $5.99K as of Q4 2023.
Baystate Wealth Management sold 130 iShares MSCI Global Metals & Mining Producers ETF shares in Q4 2023, an estimated $5.17K.
iShares MSCI Global Metals & Mining Producers ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #846 holding.
Baystate Wealth Management first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q2 2022 and has held it in 7 quarters since.
Baystate Wealth Management's iShares MSCI Global Metals & Mining Producers ETF position peaked at $11.3K in Q1 2023.
173 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.