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Cape Investment Advisory’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

Cape Investment Advisory’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
Q2 		$5.04K Buy
+87
New +$5.45K ﹤0.01% 1028
2026
Q1 		– Sell
-138
Closed -$7.08K – 916
2025
Q4 		$7.08K Buy
+138
New +$6.52K ﹤0.01% 824

Other funds holding PICK

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
GP
Greenline Partners New York $983M AUM 29.48% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cape Investment Advisory's PICK Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in iShares MSCI Global Metals & Mining Producers ETF (PICK) in Q2 2026: 87 shares worth $5.04K. The stake represents ﹤0.01% of the portfolio and ranks #1028 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in PICK as recently as Q4 2025.

Cape Investment Advisory first reported a position in PICK in Q4 2025 and has held it in 2 quarters since. The position peaked at $7.08K in Q4 2025. 253 funds tracked by Wall St. Rank hold PICK as of Q2 2026.

  • Cape Investment Advisory held 87 shares of iShares MSCI Global Metals & Mining Producers ETF worth $5.04K as of Q2 2026.
  • iShares MSCI Global Metals & Mining Producers ETF was a new Cape Investment Advisory position in Q2 2026.
  • iShares MSCI Global Metals & Mining Producers ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1028 holding.
  • Cape Investment Advisory first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q4 2025 and has held it in 2 quarters since.
  • Cape Investment Advisory's iShares MSCI Global Metals & Mining Producers ETF position peaked at $7.08K in Q4 2025.
  • 253 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.