Financial & Tax Architects’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

Financial & Tax Architects’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 Q2	–	Sell	-42,216	Closed	-$1.8M	–	83
2023 Q1	$1.8M	Sell	42,216 -37,150	-47%	-$1.62M	0.59%	42
2022 Q4	$3.68M	Buy	79,366 +121	+0.2%	+$4.73K	1.26%	36
2022 Q3	$2.7M	Buy	79,245 +9,742	+14%	+$350K	1.01%	37
2022 Q2	$2.48M	Buy	69,503 +15,518	+29%	+$692K	0.94%	38
2022 Q1	$2.77M	Buy	53,985 +6,755	+14%	+$315K	1.04%	38
2021 Q4	$2.01M	Buy	47,230 +7,454	+19%	+$313K	0.82%	42
2021 Q3	$1.62M	Buy	39,776 +9,765	+33%	+$439K	0.74%	47
2021 Q2	$1.36M	Buy	30,011 +16,009	+114%	+$741K	0.66%	44
2021 Q1	$590K	Buy	+14,002	New	+$571K	0.33%	53

Other funds holding PICK

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

MERSOM

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

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

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

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

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

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

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

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

Financial & Tax Architects's PICK Position: Q2 2023 in Review

Financial & Tax Architects sold out of iShares MSCI Global Metals & Mining Producers ETF (PICK) in Q2 2023, closing a stake of 42,216 shares — an estimated $1.8M sold.

Financial & Tax Architects first reported a position in PICK in Q1 2021 and held it in 9 quarters. The position peaked at $3.68M in Q4 2022. 154 funds tracked by Wall St. Rank hold PICK as of Q2 2023.

Financial & Tax Architects reported no remaining iShares MSCI Global Metals & Mining Producers ETF position as of Q2 2023 after selling out during the quarter.
Financial & Tax Architects sold 42,216 iShares MSCI Global Metals & Mining Producers ETF shares in Q2 2023, an estimated $1.8M.
Financial & Tax Architects first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q1 2021 and held it in 9 quarters.
Financial & Tax Architects's iShares MSCI Global Metals & Mining Producers ETF position peaked at $3.68M in Q4 2022.
154 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q2 2023.

Based on Financial & Tax Architects's 13F filing for Q2 2023, filed 25 Jul 2023.