Centerpoint Advisors’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

Centerpoint Advisors’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
2024 Q4	–	Sell	-60	Closed	-$3K	–	484
2024 Q3	$3K	Hold	60	–	–	﹤0.01%	421
2024 Q2	$2K	Hold	60	–	–	﹤0.01%	411
2024 Q1	$3K	Sell	60 -571	-90%	-$23K	﹤0.01%	385
2023 Q4	$27K	Buy	631 +24	+4%	+$954	0.01%	198
2023 Q3	$24K	Hold	607	–	–	0.01%	210
2023 Q2	$25K	Hold	607	–	–	0.01%	218
2023 Q1	$26K	Hold	607	–	–	0.01%	223
2022 Q4	$25K	Hold	607	–	–	0.01%	191
2022 Q3	$21K	Buy	607 +202	+50%	+$7.26K	0.01%	181
2022 Q2	$14K	Buy	+405	New	+$18.1K	0.01%	211
2021 Q4	–	Sell	-75	Closed	-$3K	–	452
2021 Q3	$3K	Buy	+75	New	+$3.37K	﹤0.01%	243

Other funds holding PICK

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Greenline Partners New York $983M AUM 29.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Centerpoint Advisors's PICK Position: Q4 2024 in Review

Centerpoint Advisors sold out of iShares MSCI Global Metals & Mining Producers ETF (PICK) in Q4 2024, closing a stake of 60 shares — an estimated $3K sold.

Centerpoint Advisors first reported a position in PICK in Q3 2021 and held it in 11 quarters. The position peaked at $27K in Q4 2023. 153 funds tracked by Wall St. Rank hold PICK as of Q4 2024.

Centerpoint Advisors reported no remaining iShares MSCI Global Metals & Mining Producers ETF position as of Q4 2024 after selling out during the quarter.
Centerpoint Advisors sold 60 iShares MSCI Global Metals & Mining Producers ETF shares in Q4 2024, an estimated $3K.
Centerpoint Advisors first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q3 2021 and held it in 11 quarters.
Centerpoint Advisors's iShares MSCI Global Metals & Mining Producers ETF position peaked at $27K in Q4 2023.
153 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q4 2024.

Based on Centerpoint Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.