EWM
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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
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

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

Endowment Wealth Management's PICK Position: Q2 2026 in Review

Endowment Wealth Management increased its iShares MSCI Global Metals & Mining Producers ETF (PICK) stake by 1.3% in Q2 2026, buying an estimated $6.38K and bringing the position to 8,057 shares worth $469K. The position accounts for 0.18% of the portfolio, ranked #91.

Endowment Wealth Management first reported a position in PICK in Q4 2021 and has held it in 19 quarters since. The position peaked at $578K in Q4 2025. 254 funds tracked by Wall St. Rank hold PICK as of Q2 2026.

  • Endowment Wealth Management held 8,057 shares of iShares MSCI Global Metals & Mining Producers ETF worth $469K as of Q2 2026.
  • Endowment Wealth Management bought 102 iShares MSCI Global Metals & Mining Producers ETF shares in Q2 2026, an estimated $6.38K.
  • iShares MSCI Global Metals & Mining Producers ETF made up 0.18% of Endowment Wealth Management's portfolio in Q2 2026, its #91 holding.
  • Endowment Wealth Management first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q4 2021 and has held it in 19 quarters since.
  • Endowment Wealth Management's iShares MSCI Global Metals & Mining Producers ETF position peaked at $578K in Q4 2025.
  • 254 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q2 2026.

Based on Endowment Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.