Endowment Wealth Management
PICK icon

Endowment Wealth Management’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

Endowment Wealth Management’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
Q3 		$493K Buy
8,214
+157
+2% +$9.6K 0.17% 96
2026
Q2 		$469K Buy
8,057
+102
+1% +$6.38K 0.18% 91
2026
Q1 		$450K Sell
7,955
-3,308
-29% -$192K 0.2% 87
2025
Q4 		$578K Sell
11,263
-173
-2% -$8.17K 0.27% 74
2025
Q3 		$509K Buy
11,436
+28
+0.2% +$1.14K 0.23% 84
2025
Q2 		$429K Sell
11,408
-105
-0.9% -$3.77K 0.22% 84
2025
Q1 		$413K Buy
11,513
+1,958
+20% +$71.5K 0.27% 76
2024
Q4 		$334K Buy
9,555
+602
+7% +$23.9K 0.22% 89
2024
Q3 		$387K Buy
8,953
+322
+4% +$12.7K 0.25% 79
2024
Q2 		$352K Buy
8,631
+20
+0.2% +$858 0.26% 78
2024
Q1 		$359K Buy
8,611
+701
+9% +$28.3K 0.27% 82
2023
Q4 		$341K Buy
7,910
+269
+4% +$10.7K 0.28% 80
2023
Q3 		$304K Buy
7,641
+82
+1% +$3.34K 0.27% 90
2023
Q2 		$306K Buy
7,559
+87
+1% +$3.55K 0.28% 95
2023
Q1 		$317K Buy
7,472
+513
+7% +$22.4K 0.32% 80
2022
Q4 		$285K Buy
6,959
+44
+0.6% +$1.72K 0.31% 78
2022
Q3 		$235K Buy
6,915
+321
+5% +$11.5K 0.29% 91
2022
Q2 		$235K Buy
6,594
+393
+6% +$17.5K 0.28% 89
2022
Q1 		$318K Buy
6,201
+1,092
+21% +$50.8K 0.33% 71
2021
Q4 		$218K Buy
+5,109
New +$215K 0.22% 101

Other funds holding PICK

New Harbor Financial Group
New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Ackerman Capital Advisors
Ackerman Capital Advisors Dallas, Texas $512M AUM 10.78% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Almanack Investment Partners
Almanack Investment Partners Wayne, Pennsylvania $833M AUM 25.48% 1-Year Est. Return
Tepp RIA
Tepp RIA Westfield, New Jersey $145M AUM 20.38% 1-Year Est. Return

Endowment Wealth Management's PICK Position: Q3 2026 in Review

Endowment Wealth Management increased its iShares MSCI Global Metals & Mining Producers ETF (PICK) stake by 1.9% in Q3 2026, buying an estimated $9.6K and bringing the position to 8,214 shares worth $493K. The position accounts for 0.17% of the portfolio, ranked #96.

Endowment Wealth Management first reported a position in PICK in Q4 2021 and has held it in 20 quarters since. The position peaked at $578K in Q4 2025. 96 funds tracked by Wall St. Rank hold PICK as of Q3 2026.

  • Endowment Wealth Management held 8,214 shares of iShares MSCI Global Metals & Mining Producers ETF worth $493K as of Q3 2026.
  • Endowment Wealth Management bought 157 iShares MSCI Global Metals & Mining Producers ETF shares in Q3 2026, an estimated $9.6K.
  • iShares MSCI Global Metals & Mining Producers ETF made up 0.17% of Endowment Wealth Management's portfolio in Q3 2026, its #96 holding.
  • Endowment Wealth Management first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q4 2021 and has held it in 20 quarters since.
  • Endowment Wealth Management's iShares MSCI Global Metals & Mining Producers ETF position peaked at $578K in Q4 2025.
  • 96 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q3 2026.

Based on Endowment Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.