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Confluence Investment Management’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

Confluence Investment 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 		$8.85M Buy
152,199
+8,227
+6% +$515K 0.14% 104
2026
Q1 		$8.15M Buy
+143,972
New +$8.37M 0.13% 106

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

Confluence Investment Management's PICK Position: Q2 2026 in Review

Confluence Investment Management increased its iShares MSCI Global Metals & Mining Producers ETF (PICK) stake by 5.7% in Q2 2026, buying an estimated $515K and bringing the position to 152,199 shares worth $8.85M. The position accounts for 0.14% of the portfolio, ranked #104.

Confluence Investment Management first reported a position in PICK in Q1 2026 and has held it in 2 quarters since. 253 funds tracked by Wall St. Rank hold PICK as of Q2 2026.

  • Confluence Investment Management held 152,199 shares of iShares MSCI Global Metals & Mining Producers ETF worth $8.85M as of Q2 2026.
  • Confluence Investment Management bought 8,227 iShares MSCI Global Metals & Mining Producers ETF shares in Q2 2026, an estimated $515K.
  • iShares MSCI Global Metals & Mining Producers ETF made up 0.14% of Confluence Investment Management's portfolio in Q2 2026, its #104 holding.
  • Confluence Investment Management first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q1 2026 and has held it in 2 quarters since.
  • 253 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q2 2026.

Based on Confluence Investment Management's 13F filing for Q2 2026, filed 1 Jul 2026.