Creative Planning’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $574K | Buy |
15,263
+1,449
| +10% | +$54.5K | ﹤0.01% | 2329 |
|
|
2025
Q1 | $496K | Sell |
13,814
-183
| -1% | -$6.57K | ﹤0.01% | 2298 |
|
|
2024
Q4 | $490K | Buy |
13,997
+3,450
| +33% | +$121K | ﹤0.01% | 2236 |
|
|
2024
Q3 | $456K | Sell |
10,547
-249
| -2% | -$10.8K | ﹤0.01% | 2186 |
|
|
2024
Q2 | $441K | Buy |
10,796
+88
| +0.8% | +$3.59K | ﹤0.01% | 2034 |
|
|
2024
Q1 | $447K | Buy |
10,708
+2,493
| +30% | +$104K | ﹤0.01% | 1925 |
|
|
2023
Q4 | $354K | Sell |
8,215
-2,487
| -23% | -$107K | ﹤0.01% | 1972 |
|
|
2023
Q3 | $426K | Buy |
10,702
+3,310
| +45% | +$132K | ﹤0.01% | 1662 |
|
|
2023
Q2 | $299K | Buy |
7,392
+138
| +2% | +$5.58K | ﹤0.01% | 1908 |
|
|
2023
Q1 | $310K | Sell |
7,254
-193
| -3% | -$8.25K | ﹤0.01% | 1792 |
|
|
2022
Q4 | $305K | Sell |
7,447
-277
| -4% | -$11.4K | ﹤0.01% | 1713 |
|
|
2022
Q3 | $263K | Buy |
7,724
+1,990
| +35% | +$67.8K | ﹤0.01% | 1722 |
|
|
2022
Q2 | $204K | Sell |
5,734
-4,494
| -44% | -$160K | ﹤0.01% | 1865 |
|
|
2022
Q1 | $524K | Buy |
10,228
+1,547
| +18% | +$79.3K | ﹤0.01% | 1298 |
|
|
2021
Q4 | $370K | Sell |
8,681
-8,911
| -51% | -$380K | ﹤0.01% | 1486 |
|
|
2021
Q3 | $717K | Buy |
17,592
+4,358
| +33% | +$178K | ﹤0.01% | 1115 |
|
|
2021
Q2 | $598K | Buy |
13,234
+3,003
| +29% | +$136K | ﹤0.01% | 1177 |
|
|
2021
Q1 | $431K | Buy |
10,231
+565
| +6% | +$23.8K | ﹤0.01% | 1517 |
|
|
2020
Q4 | $356K | Buy |
9,666
+834
| +9% | +$30.7K | ﹤0.01% | 1488 |
|
|
2020
Q3 | $237K | Buy |
+8,832
| New | +$237K | ﹤0.01% | 1557 |
|
|
2018
Q1 | – | Sell |
-9,239
| Closed | -$320K | – | 1950 |
|
|
2017
Q4 | $320K | Buy |
+9,239
| New | +$320K | ﹤0.01% | 1318 |
|
|
2017
Q3 | – | Sell |
-883
| Closed | -$24K | – | 3114 |
|
|
2017
Q2 | $24K | Buy |
883
+405
| +85% | +$11K | ﹤0.01% | 3024 |
|
|
2017
Q1 | $13K | Buy |
478
+174
| +57% | +$4.73K | ﹤0.01% | 3394 |
|
|
2016
Q4 | $8K | Sell |
304
-250
| -45% | -$6.58K | ﹤0.01% | 3637 |
|
|
2016
Q3 | $13K | Sell |
554
-500
| -47% | -$11.7K | ﹤0.01% | 3284 |
|
|
2016
Q2 | $21K | Buy |
1,054
+650
| +161% | +$13K | ﹤0.01% | 2740 |
|
|
2016
Q1 | $8K | Buy |
+404
| New | +$8K | ﹤0.01% | 3295 |
|