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
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $567M AUM 41.38% 1-Year Est. Return
GP
Greenline Partners New York $930M AUM 29.59% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Center for Financial Planning's PICK Position: Q1 2026 in Review

Center for Financial Planning reduced its iShares MSCI Global Metals & Mining Producers ETF (PICK) stake by 76% in Q1 2026, selling an estimated $7.91K and leaving 44 shares worth $2.49K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

Center for Financial Planning first reported a position in PICK in Q4 2025 and has held it in 2 quarters since. The position peaked at $9.24K in Q4 2025. 220 funds tracked by Wall St. Rank hold PICK as of Q1 2026.

  • Center for Financial Planning held 44 shares of iShares MSCI Global Metals & Mining Producers ETF worth $2.49K as of Q1 2026.
  • Center for Financial Planning sold 136 iShares MSCI Global Metals & Mining Producers ETF shares in Q1 2026, an estimated $7.91K.
  • iShares MSCI Global Metals & Mining Producers ETF made up ﹤0.01% of Center for Financial Planning's portfolio in Q1 2026, its #567 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 2 quarters since.
  • Center for Financial Planning's iShares MSCI Global Metals & Mining Producers ETF position peaked at $9.24K in Q4 2025.
  • 220 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.