FTA
PICK icon

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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return