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Beverly Hills Private Wealth’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

Beverly Hills Private Wealth’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
2025
Q1 		– Sell
-10,827
Closed -$125K – 348
2024
Q4 		$125K Buy
+10,827
New +$144K 0.03% 329

Other funds holding SLVP

FCG
Fielder Capital Group Nashville, Tennessee $459M AUM 48.94% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Beverly Hills Private Wealth's SLVP Position: Q1 2025 in Review

Beverly Hills Private Wealth sold out of iShares MSCI Global Silver and Metals Miners ETF (SLVP) in Q1 2025, closing a stake of 10,827 shares — an estimated $125K sold.

Beverly Hills Private Wealth first reported a position in SLVP in Q4 2024 and held it in 1 quarter. The position peaked at $125K in Q4 2024. 58 funds tracked by Wall St. Rank hold SLVP as of Q1 2025.

  • Beverly Hills Private Wealth reported no remaining iShares MSCI Global Silver and Metals Miners ETF position as of Q1 2025 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 10,827 iShares MSCI Global Silver and Metals Miners ETF shares in Q1 2025, an estimated $125K.
  • Beverly Hills Private Wealth first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q4 2024 and held it in 1 quarter.
  • Beverly Hills Private Wealth's iShares MSCI Global Silver and Metals Miners ETF position peaked at $125K in Q4 2024.
  • 58 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q1 2025.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2025, filed 30 Apr 2025.