Creative Planning’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

Creative Planning’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	$1.21M	Buy	20,814 +110	+0.5%	+$6.89K	﹤0.01%	2485
2026 Q1	$1.17M	Buy	20,704 +4,038	+24%	+$235K	﹤0.01%	2332
2025 Q4	$856K	Buy	16,666 +1,980	+13%	+$93.5K	﹤0.01%	2407
2025 Q3	$654K	Sell	14,686 -577	-4%	-$23.4K	﹤0.01%	2494
2025 Q2	$574K	Buy	15,263 +1,449	+10%	+$52K	﹤0.01%	2335
2025 Q1	$496K	Sell	13,814 -183	-1%	-$6.68K	﹤0.01%	2303
2024 Q4	$490K	Buy	13,997 +3,450	+33%	+$137K	﹤0.01%	2243
2024 Q3	$456K	Sell	10,547 -249	-2%	-$9.82K	﹤0.01%	2186
2024 Q2	$441K	Buy	10,796 +88	+0.8%	+$3.77K	﹤0.01%	2041
2024 Q1	$447K	Buy	10,708 +2,493	+30%	+$101K	﹤0.01%	1932
2023 Q4	$354K	Sell	8,215 -2,487	-23%	-$98.9K	﹤0.01%	1976
2023 Q3	$426K	Buy	10,702 +3,310	+45%	+$135K	﹤0.01%	1666
2023 Q2	$299K	Buy	7,392 +138	+2%	+$5.63K	﹤0.01%	1917
2023 Q1	$310K	Sell	7,254 -193	-3%	-$8.42K	﹤0.01%	1799
2022 Q4	$305K	Sell	7,447 -277	-4%	-$10.8K	﹤0.01%	1720
2022 Q3	$263K	Buy	7,724 +1,990	+35%	+$71.5K	﹤0.01%	1733
2022 Q2	$204K	Sell	5,734 -4,494	-44%	-$200K	﹤0.01%	1873
2022 Q1	$524K	Buy	10,228 +1,547	+18%	+$72K	﹤0.01%	1300
2021 Q4	$370K	Sell	8,681 -8,911	-51%	-$374K	﹤0.01%	1486
2021 Q3	$717K	Buy	17,592 +4,358	+33%	+$196K	﹤0.01%	1115
2021 Q2	$598K	Buy	13,234 +3,003	+29%	+$139K	﹤0.01%	1178
2021 Q1	$431K	Buy	10,231 +565	+6%	+$23K	﹤0.01%	1541
2020 Q4	$356K	Buy	9,666 +834	+9%	+$26.1K	﹤0.01%	1513
2020 Q3	$237K	Buy	+8,832	New	+$240K	﹤0.01%	1580
2018 Q1	–	Sell	-9,239	Closed	-$320K	–	2096
2017 Q4	$320K	Buy	+9,239	New	+$297K	﹤0.01%	1328
2017 Q3	–	Sell	-883	Closed	-$24K	–	3201
2017 Q2	$24K	Buy	883 +405	+85%	+$10.8K	﹤0.01%	3054
2017 Q1	$13K	Buy	478 +174	+57%	+$5K	﹤0.01%	3431
2016 Q4	$8K	Sell	304 -250	-45%	-$6.35K	﹤0.01%	3705
2016 Q3	$13K	Sell	554 -500	-47%	-$11K	﹤0.01%	3334
2016 Q2	$21K	Buy	1,054 +650	+161%	+$13K	﹤0.01%	2771
2016 Q1	$8K	Buy	+404	New	+$6.65K	﹤0.01%	3338

Other funds holding PICK

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

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

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

Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning's PICK Position: Q2 2026 in Review

Creative Planning increased its iShares MSCI Global Metals & Mining Producers ETF (PICK) stake by 0.53% in Q2 2026, buying an estimated $6.89K and bringing the position to 20,814 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #2485.

Creative Planning first reported a position in PICK in Q1 2016 and has held it in 31 quarters since. 253 funds tracked by Wall St. Rank hold PICK as of Q2 2026.

Creative Planning held 20,814 shares of iShares MSCI Global Metals & Mining Producers ETF worth $1.21M as of Q2 2026.
Creative Planning bought 110 iShares MSCI Global Metals & Mining Producers ETF shares in Q2 2026, an estimated $6.89K.
iShares MSCI Global Metals & Mining Producers ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2485 holding.
Creative Planning first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q1 2016 and has held it in 31 quarters since.
253 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.