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

Choate Investment 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
2025
Q3 		– Sell
-2,378
Closed -$89.4K – 473
2025
Q2 		$89.4K Buy
+2,378
New +$85.4K ﹤0.01% 427
2023
Q4 		– Sell
-434
Closed -$17.3K – 442
2023
Q3 		$17.3K Hold
434
– – ﹤0.01% 420
2023
Q2 		$17.6K Buy
434
+242
+126% +$9.88K ﹤0.01% 336
2023
Q1 		$8.2K Hold
192
– – ﹤0.01% 317
2022
Q4 		$7.87K Buy
+192
New +$7.51K ﹤0.01% 325
2022
Q3 		– Sell
-2,392
Closed -$85K – 312
2022
Q2 		$85K Buy
+2,392
New +$107K 0.01% 273

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
GP
Greenline Partners New York $930M AUM 29.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return