Elwood & Goetz Wealth Advisory Group’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$740K	Sell	13,072 -3,925	-23%	-$228K	0.13%	55
2025 Q4	$873K	Sell	16,997 -499	-3%	-$23.6K	0.15%	46
2025 Q3	$779K	Hold	17,496	–	–	0.15%	45
2025 Q2	$658K	Buy	17,496 +2,134	+14%	+$76.6K	0.14%	44
2025 Q1	$551K	Buy	15,362 +105	+0.7%	+$3.83K	0.13%	45
2024 Q4	$534K	Buy	15,257 +22	+0.1%	+$872	0.13%	49
2024 Q3	$658K	Buy	15,235 +1,943	+15%	+$76.6K	0.16%	44
2024 Q2	$543K	Sell	13,292 -47	-0.4%	-$2.02K	0.15%	41
2024 Q1	$556K	Buy	13,339 +442	+3%	+$17.8K	0.14%	46
2023 Q4	$555K	Buy	12,897 +963	+8%	+$38.3K	0.12%	46
2023 Q3	$474K	Buy	11,934 +11	+0.1%	+$448	0.11%	47
2023 Q2	$482K	Buy	11,923 +291	+3%	+$11.9K	0.11%	43
2023 Q1	$497K	Sell	11,632 -106	-0.9%	-$4.63K	0.12%	40
2022 Q4	$481K	Hold	11,738	–	–	0.15%	40
2022 Q3	$399K	Hold	11,738	–	–	0.13%	45
2022 Q2	$418K	Hold	11,738	–	–	0.14%	43
2022 Q1	$601K	Sell	11,738 -338	-3%	-$15.7K	0.19%	34
2021 Q4	$515K	Buy	12,076 +308	+3%	+$12.9K	0.16%	38
2021 Q3	$480K	Sell	11,768 -80	-0.7%	-$3.6K	0.17%	35
2021 Q2	$535K	Buy	11,848 +1,862	+19%	+$86.2K	0.2%	32
2021 Q1	$421K	Sell	9,986 -422	-4%	-$17.2K	0.17%	33
2020 Q4	$384K	Sell	10,408 -2,239	-18%	-$70K	0.18%	33
2020 Q3	$339K	Sell	12,647 -246	-2%	-$6.69K	0.18%	30
2020 Q2	$316K	Buy	12,893 +385	+3%	+$8.59K	0.19%	29
2020 Q1	$241K	Buy	+12,508	New	+$314K	0.18%	26