Financial Partners Group (Kansas)’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

Financial Partners Group (Kansas)’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
2024 Q1	–	Sell	-10,299	Closed	-$444K	–	180
2023 Q4	$444K	Buy	10,299 +1,182	+13%	+$47K	0.08%	99
2023 Q3	$345K	Buy	9,117 +3,804	+72%	+$155K	0.07%	112
2023 Q2	$221K	Buy	+5,313	New	+$217K	0.04%	143
2022 Q1	–	Sell	-23,968	Closed	-$1.02M	–	167
2021 Q4	$1.02M	Buy	23,968 +4,562	+24%	+$192K	0.22%	60
2021 Q3	$791K	Buy	19,406 +2,248	+13%	+$101K	0.19%	68
2021 Q2	$775K	Buy	17,158 +6,610	+63%	+$306K	0.2%	61
2021 Q1	$444K	Buy	+10,548	New	+$430K	0.13%	86

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Financial Partners Group (Kansas)'s PICK Position: Q1 2024 in Review

Financial Partners Group (Kansas) sold out of iShares MSCI Global Metals & Mining Producers ETF (PICK) in Q1 2024, closing a stake of 10,299 shares — an estimated $444K sold.

Financial Partners Group (Kansas) first reported a position in PICK in Q1 2021 and held it in 7 quarters. The position peaked at $1.02M in Q4 2021. 171 funds tracked by Wall St. Rank hold PICK as of Q1 2024.

Financial Partners Group (Kansas) reported no remaining iShares MSCI Global Metals & Mining Producers ETF position as of Q1 2024 after selling out during the quarter.
Financial Partners Group (Kansas) sold 10,299 iShares MSCI Global Metals & Mining Producers ETF shares in Q1 2024, an estimated $444K.
Financial Partners Group (Kansas) first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q1 2021 and held it in 7 quarters.
Financial Partners Group (Kansas)'s iShares MSCI Global Metals & Mining Producers ETF position peaked at $1.02M in Q4 2021.
171 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q1 2024.

Based on Financial Partners Group (Kansas)'s 13F filing for Q1 2024, filed 7 May 2024.