Bedel Financial Consulting’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

Bedel Financial Consulting’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
2022 Q2	–	Sell	-7,758	Closed	-$110K	–	772
2022 Q1	$110K	Hold	7,758	–	–	0.03%	259
2021 Q4	$100K	Buy	7,758 +17	+0.2%	+$228	0.03%	283
2021 Q3	$95K	Hold	7,741	–	–	0.03%	280
2021 Q2	$119K	Buy	7,741 +543	+8%	+$8.98K	0.04%	242
2021 Q1	$106K	Buy	7,198 +303	+4%	+$4.87K	0.04%	249
2020 Q4	$118K	Buy	6,895 +1,175	+21%	+$19K	0.05%	207
2020 Q3	$89K	Buy	5,720 +121	+2%	+$1.96K	0.04%	222
2020 Q2	$75K	Buy	5,599 +2,063	+58%	+$23.2K	0.04%	233
2020 Q1	$27K	Buy	3,536 +1,309	+59%	+$12.8K	0.02%	348
2019 Q4	$25K	Buy	2,227 +620	+39%	+$6.26K	0.01%	385
2019 Q3	$16K	Buy	1,607 +387	+32%	+$3.92K	0.01%	416
2019 Q2	$11K	Buy	+1,220	New	+$10.3K	0.01%	484

Other funds holding SLVP

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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bedel Financial Consulting's SLVP Position: Q2 2022 in Review

Bedel Financial Consulting sold out of iShares MSCI Global Silver and Metals Miners ETF (SLVP) in Q2 2022, closing a stake of 7,758 shares — an estimated $110K sold.

Bedel Financial Consulting first reported a position in SLVP in Q2 2019 and held it in 12 quarters. The position peaked at $119K in Q2 2021. 52 funds tracked by Wall St. Rank hold SLVP as of Q2 2022.

Bedel Financial Consulting reported no remaining iShares MSCI Global Silver and Metals Miners ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 7,758 iShares MSCI Global Silver and Metals Miners ETF shares in Q2 2022, an estimated $110K.
Bedel Financial Consulting first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q2 2019 and held it in 12 quarters.
Bedel Financial Consulting's iShares MSCI Global Silver and Metals Miners ETF position peaked at $119K in Q2 2021.
52 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.