Essex Financial Services’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

Essex Financial Services’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 Q1	$603K	Buy	10,661 +51	+0.5%	+$2.96K	0.03%	404
2025 Q4	$545K	Buy	10,610 +155	+1%	+$7.32K	0.03%	418
2025 Q3	$465K	Hold	10,455	–	–	0.03%	439
2025 Q2	$393K	Sell	10,455 -32,016	-75%	-$1.15M	0.03%	469
2025 Q1	$1.52M	Hold	42,471	–	–	0.11%	174
2024 Q4	$1.49M	Buy	42,471 +582	+1%	+$23.1K	0.11%	174
2024 Q3	$1.72M	Sell	41,889 -2,767	-6%	-$109K	0.12%	157
2024 Q2	$1.68M	Buy	44,656 +566	+1%	+$24.3K	0.12%	159
2024 Q1	$1.84M	Sell	44,090 -1,972	-4%	-$79.5K	0.17%	120
2023 Q4	$1.98M	Buy	+46,062	New	+$1.83M	0.21%	108
2023 Q2	–	Sell	-11,245	Closed	-$480K	–	503
2023 Q1	$480K	Buy	+11,245	New	+$491K	0.05%	292

Other funds holding PICK

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

Greenline Partners New York $930M AUM 29.59% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Essex Financial Services's PICK Position: Q1 2026 in Review

Essex Financial Services increased its iShares MSCI Global Metals & Mining Producers ETF (PICK) stake by 0.48% in Q1 2026, buying an estimated $2.96K and bringing the position to 10,661 shares worth $603K. The position accounts for 0.03% of the portfolio, ranked #404.

Essex Financial Services first reported a position in PICK in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.98M in Q4 2023. 220 funds tracked by Wall St. Rank hold PICK as of Q1 2026.

Essex Financial Services held 10,661 shares of iShares MSCI Global Metals & Mining Producers ETF worth $603K as of Q1 2026.
Essex Financial Services bought 51 iShares MSCI Global Metals & Mining Producers ETF shares in Q1 2026, an estimated $2.96K.
iShares MSCI Global Metals & Mining Producers ETF made up 0.03% of Essex Financial Services's portfolio in Q1 2026, its #404 holding.
Essex Financial Services first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q1 2023 and has held it in 11 quarters since.
Essex Financial Services's iShares MSCI Global Metals & Mining Producers ETF position peaked at $1.98M in Q4 2023.
220 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.