EP Wealth Advisors’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

EP Wealth Advisors’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	$126K	Buy	+2,163	New	+$135K	﹤0.01%	1624

Other funds holding PICK

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Greenline Partners New York $983M AUM 29.48% 1-Year Est. Return

Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EP Wealth Advisors's PICK Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in iShares MSCI Global Metals & Mining Producers ETF (PICK) in Q2 2026: 2,163 shares worth $126K. The stake represents ﹤0.01% of the portfolio and ranks #1624 among its holdings.

253 funds tracked by Wall St. Rank hold PICK as of Q2 2026.

EP Wealth Advisors held 2,163 shares of iShares MSCI Global Metals & Mining Producers ETF worth $126K as of Q2 2026.
iShares MSCI Global Metals & Mining Producers ETF was a new EP Wealth Advisors position in Q2 2026.
iShares MSCI Global Metals & Mining Producers ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1624 holding.
253 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.