Evermay Wealth Management’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

Evermay 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
2025 Q1	–	Sell	-10,837	Closed	-$379K	–	600
2024 Q4	$379K	Sell	10,837 -21,830	-67%	-$866K	0.06%	140
2024 Q3	$1.41M	Sell	32,667 -2,339	-7%	-$92.2K	0.23%	59
2024 Q2	$1.43M	Sell	35,006 -3,518	-9%	-$151K	0.23%	54
2024 Q1	$1.61M	Buy	+38,524	New	+$1.55M	0.24%	52

Other funds holding PICK

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

TLS Advisors Miami, Florida $34M AUM 11.11% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Evermay Wealth Management's PICK Position: Q1 2025 in Review

Evermay Wealth Management sold out of iShares MSCI Global Metals & Mining Producers ETF (PICK) in Q1 2025, closing a stake of 10,837 shares — an estimated $379K sold.

Evermay Wealth Management first reported a position in PICK in Q1 2024 and held it in 4 quarters. The position peaked at $1.61M in Q1 2024. 146 funds tracked by Wall St. Rank hold PICK as of Q1 2025.

Evermay Wealth Management reported no remaining iShares MSCI Global Metals & Mining Producers ETF position as of Q1 2025 after selling out during the quarter.
Evermay Wealth Management sold 10,837 iShares MSCI Global Metals & Mining Producers ETF shares in Q1 2025, an estimated $379K.
Evermay Wealth Management first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q1 2024 and held it in 4 quarters.
Evermay Wealth Management's iShares MSCI Global Metals & Mining Producers ETF position peaked at $1.61M in Q1 2024.
146 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q1 2025.

Based on Evermay Wealth Management's 13F filing for Q1 2025, filed 7 May 2025.