EFS
Essex Financial Services’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $393K | Sell |
10,455
-32,016
| -75% | -$1.2M | 0.03% | 469 |
|
|
2025
Q1 | $1.52M | Hold |
42,471
| – | – | 0.11% | 174 |
|
|
2024
Q4 | $1.49M | Buy |
42,471
+582
| +1% | +$20.4K | 0.11% | 174 |
|
|
2024
Q3 | $1.72M | Sell |
41,889
-2,767
| -6% | -$114K | 0.12% | 157 |
|
|
2024
Q2 | $1.68M | Buy |
44,656
+566
| +1% | +$21.3K | 0.12% | 159 |
|
|
2024
Q1 | $1.84M | Sell |
44,090
-1,972
| -4% | -$82.2K | 0.17% | 120 |
|
|
2023
Q4 | $1.98M | Buy |
+46,062
| New | +$1.98M | 0.21% | 108 |
|
|
2023
Q2 | – | Sell |
-11,245
| Closed | -$480K | – | 503 |
|
|
2023
Q1 | $480K | Buy |
+11,245
| New | +$480K | 0.05% | 292 |
|