CVA Family Office’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

CVA Family Office’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
2024 Q3	–	Sell	-108	Closed	-$4.41K	–	1327
2024 Q2	$4.41K	Hold	108	–	–	﹤0.01%	848
2024 Q1	$4.5K	Hold	108	–	–	﹤0.01%	843
2023 Q4	$4.65K	Buy	+108	New	+$4.29K	﹤0.01%	827
2023 Q3	–	Sell	-108	Closed	-$4.37K	–	749
2023 Q2	$4.37K	Hold	108	–	–	﹤0.01%	824
2023 Q1	$4.61K	Hold	108	–	–	﹤0.01%	787
2022 Q4	$4.43K	Hold	108	–	–	﹤0.01%	749
2022 Q3	$4K	Hold	108	–	–	﹤0.01%	747
2022 Q2	$4K	Hold	108	–	–	﹤0.01%	774
2022 Q1	$6K	Hold	108	–	–	﹤0.01%	752
2021 Q4	$5K	Buy	+108	New	+$4.54K	﹤0.01%	756
2021 Q3	–	Sell	-108	Closed	-$5K	–	743
2021 Q2	$5K	Buy	+108	New	+$5K	﹤0.01%	771

Other funds holding PICK

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Greenline Partners New York $930M AUM 29.59% 1-Year Est. Return