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

Cassaday & Co 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
2026
Q2 		– Sell
-100
Closed -$5.66K – 1405
2026
Q1 		$5.66K Buy
+100
New +$5.81K ﹤0.01% 952

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

Cassaday & Co Wealth Management's PICK Position: Q2 2026 in Review

Cassaday & Co Wealth Management sold out of iShares MSCI Global Metals & Mining Producers ETF (PICK) in Q2 2026, closing a stake of 100 shares — an estimated $5.66K sold.

Cassaday & Co Wealth Management first reported a position in PICK in Q1 2026 and held it in 1 quarter. The position peaked at $5.66K in Q1 2026. 253 funds tracked by Wall St. Rank hold PICK as of Q2 2026.

  • Cassaday & Co Wealth Management reported no remaining iShares MSCI Global Metals & Mining Producers ETF position as of Q2 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 100 iShares MSCI Global Metals & Mining Producers ETF shares in Q2 2026, an estimated $5.66K.
  • Cassaday & Co Wealth Management first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q1 2026 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's iShares MSCI Global Metals & Mining Producers ETF position peaked at $5.66K in Q1 2026.
  • 253 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.