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 Q2	$632K	Buy	10,875 +214	+2%	+$13.4K	0.03%	422
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

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

Essex Financial Services's PICK Position: Q2 2026 in Review

Essex Financial Services increased its iShares MSCI Global Metals & Mining Producers ETF (PICK) stake by 2% in Q2 2026, buying an estimated $13.4K and bringing the position to 10,875 shares worth $632K. The position accounts for 0.03% of the portfolio, ranked #422.

Essex Financial Services first reported a position in PICK in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.98M in Q4 2023. 253 funds tracked by Wall St. Rank hold PICK as of Q2 2026.

Essex Financial Services held 10,875 shares of iShares MSCI Global Metals & Mining Producers ETF worth $632K as of Q2 2026.
Essex Financial Services bought 214 iShares MSCI Global Metals & Mining Producers ETF shares in Q2 2026, an estimated $13.4K.
iShares MSCI Global Metals & Mining Producers ETF made up 0.03% of Essex Financial Services's portfolio in Q2 2026, its #422 holding.
Essex Financial Services first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q1 2023 and has held it in 12 quarters since.
Essex Financial Services's iShares MSCI Global Metals & Mining Producers ETF position peaked at $1.98M in Q4 2023.
253 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.