FIA
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Foundations Investment Advisors’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

Foundations Investment 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
-12,480
Closed -$496K – 711
2023
Q3 		$496K Sell
12,480
-6,923
-36% -$282K 0.02% 383
2023
Q2 		$785K Sell
19,403
-3,066
-14% -$125K 0.03% 293
2023
Q1 		$960K Sell
22,469
-29,648
-57% -$1.29M 0.03% 248
2022
Q4 		$2.14M Buy
52,117
+973
+2% +$38.1K 0.09% 125
2022
Q3 		$1.74M Sell
51,144
-2,712
-5% -$97.5K 0.08% 111
2022
Q2 		$1.81M Buy
53,856
+28,473
+112% +$1.27M 0.08% 104
2022
Q1 		$1.32M Buy
25,383
+18,515
+270% +$862K 0.05% 109
2021
Q4 		$318K Buy
+6,868
New +$288K 0.01% 267

Other funds holding PICK

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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 $761B AUM 31.28% 1-Year Est. Return