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

Elwood & Goetz Wealth Advisory Group’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 		$984K Buy
16,914
+3,842
+29% +$241K 0.15% 52
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

Other funds holding PICK

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
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
GP
Greenline Partners New York $983M AUM 29.48% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's PICK Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its iShares MSCI Global Metals & Mining Producers ETF (PICK) stake by 29% in Q2 2026, buying an estimated $241K and bringing the position to 16,914 shares worth $984K. The position accounts for 0.15% of the portfolio, ranked #52.

Elwood & Goetz Wealth Advisory Group first reported a position in PICK in Q1 2020 and has held it in 26 quarters since. 254 funds tracked by Wall St. Rank hold PICK as of Q2 2026.

  • Elwood & Goetz Wealth Advisory Group held 16,914 shares of iShares MSCI Global Metals & Mining Producers ETF worth $984K as of Q2 2026.
  • Elwood & Goetz Wealth Advisory Group bought 3,842 iShares MSCI Global Metals & Mining Producers ETF shares in Q2 2026, an estimated $241K.
  • iShares MSCI Global Metals & Mining Producers ETF made up 0.15% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #52 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q1 2020 and has held it in 26 quarters since.
  • 254 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.