CFFP
PICK icon

Center for Financial Planning’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

Center for Financial Planning’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 		$2.56K Hold
44
– – ﹤0.01% 577
2026
Q1 		$2.49K Sell
44
-136
-76% -$7.91K ﹤0.01% 567
2025
Q4 		$9.24K Buy
+180
New +$8.5K ﹤0.01% 501

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

Center for Financial Planning's PICK Position: Q2 2026 in Review

Center for Financial Planning held its iShares MSCI Global Metals & Mining Producers ETF (PICK) position steady in Q2 2026 at 44 shares worth $2.56K. The position accounts for ﹤0.01% of the portfolio, ranked #577.

Center for Financial Planning first reported a position in PICK in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.24K in Q4 2025. 254 funds tracked by Wall St. Rank hold PICK as of Q2 2026.

  • Center for Financial Planning held 44 shares of iShares MSCI Global Metals & Mining Producers ETF worth $2.56K as of Q2 2026.
  • Center for Financial Planning left its iShares MSCI Global Metals & Mining Producers ETF share count unchanged in Q2 2026.
  • iShares MSCI Global Metals & Mining Producers ETF made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #577 holding.
  • Center for Financial Planning first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q4 2025 and has held it in 3 quarters since.
  • Center for Financial Planning's iShares MSCI Global Metals & Mining Producers ETF position peaked at $9.24K in Q4 2025.
  • 254 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.