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Confluence Wealth Services’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

Confluence Wealth Services’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 		$213K Buy
+3,659
New +$229K 0.01% 454

Other funds holding PICK

NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RMS
Retirement Management Systems Leonardtown, Maryland $488M AUM
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
RWM
Refined Wealth Management Salt Lake City, Utah $166M AUM 6.85% 1-Year Est. Return

Confluence Wealth Services's PICK Position: Q2 2026 in Review

Confluence Wealth Services opened a new position in iShares MSCI Global Metals & Mining Producers ETF (PICK) in Q2 2026: 3,659 shares worth $213K. The stake represents 0.01% of the portfolio and ranks #454 among its holdings.

56 funds tracked by Wall St. Rank hold PICK as of Q2 2026.

  • Confluence Wealth Services held 3,659 shares of iShares MSCI Global Metals & Mining Producers ETF worth $213K as of Q2 2026.
  • iShares MSCI Global Metals & Mining Producers ETF was a new Confluence Wealth Services position in Q2 2026.
  • iShares MSCI Global Metals & Mining Producers ETF made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #454 holding.
  • 56 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.