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

BerganKDV 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
Q1 		– Sell
-569
Closed -$23.3K – 1104
2022
Q4 		$23.3K Buy
+569
New +$22.3K ﹤0.01% 475

Other funds holding PICK

Fisher Asset Management
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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

BerganKDV Wealth Management's PICK Position: Q1 2023 in Review

BerganKDV Wealth Management sold out of iShares MSCI Global Metals & Mining Producers ETF (PICK) in Q1 2023, closing a stake of 569 shares — an estimated $23.3K sold.

BerganKDV Wealth Management first reported a position in PICK in Q4 2022 and held it in 1 quarter. The position peaked at $23.3K in Q4 2022. 164 funds tracked by Wall St. Rank hold PICK as of Q1 2023.

  • BerganKDV Wealth Management reported no remaining iShares MSCI Global Metals & Mining Producers ETF position as of Q1 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 569 iShares MSCI Global Metals & Mining Producers ETF shares in Q1 2023, an estimated $23.3K.
  • BerganKDV Wealth Management first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q4 2022 and held it in 1 quarter.
  • BerganKDV Wealth Management's iShares MSCI Global Metals & Mining Producers ETF position peaked at $23.3K in Q4 2022.
  • 164 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q1 2023.

Based on BerganKDV Wealth Management's 13F filing for Q1 2023, filed 27 Apr 2023.