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

EverSource 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
2023
Q4 		– Sell
-581
Closed -$23.1K – 2721
2023
Q3 		$23.1K Buy
581
+511
+730% +$20.8K ﹤0.01% 1073
2023
Q2 		$2.83K Sell
70
-73,234
-100% -$2.99M ﹤0.01% 1938
2023
Q1 		$3.13M Buy
+73,304
New +$3.2M 0.39% 67

Other funds holding PICK

Fisher Asset Management
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
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EverSource Wealth Advisors's PICK Position: Q4 2023 in Review

EverSource Wealth Advisors sold out of iShares MSCI Global Metals & Mining Producers ETF (PICK) in Q4 2023, closing a stake of 581 shares — an estimated $23.1K sold.

EverSource Wealth Advisors first reported a position in PICK in Q1 2023 and held it in 3 quarters. The position peaked at $3.13M in Q1 2023. 173 funds tracked by Wall St. Rank hold PICK as of Q4 2023.

  • EverSource Wealth Advisors reported no remaining iShares MSCI Global Metals & Mining Producers ETF position as of Q4 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 581 iShares MSCI Global Metals & Mining Producers ETF shares in Q4 2023, an estimated $23.1K.
  • EverSource Wealth Advisors first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q1 2023 and held it in 3 quarters.
  • EverSource Wealth Advisors's iShares MSCI Global Metals & Mining Producers ETF position peaked at $3.13M in Q1 2023.
  • 173 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q4 2023.

Based on EverSource Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.