FWL Investment Management’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

FWL Investment Management’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 Q2	–	Sell	-1,126	Closed	-$47K	–	265
2024 Q1	$47K	Sell	1,126 -4,361	-79%	-$176K	0.03%	100
2023 Q4	$236K	Buy	5,487 +3,509	+177%	+$140K	0.14%	45
2023 Q3	$78.6K	Buy	+1,978	New	+$80.5K	0.05%	65

Other funds holding PICK

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

Jane Street New York $1.21T AUM 78.12% 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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Greenline Partners New York $983M AUM 29.48% 1-Year Est. Return

FWL Investment Management's PICK Position: Q2 2024 in Review

FWL Investment Management sold out of iShares MSCI Global Metals & Mining Producers ETF (PICK) in Q2 2024, closing a stake of 1,126 shares — an estimated $47K sold.

FWL Investment Management first reported a position in PICK in Q3 2023 and held it in 3 quarters. The position peaked at $236K in Q4 2023. 169 funds tracked by Wall St. Rank hold PICK as of Q2 2024.

FWL Investment Management reported no remaining iShares MSCI Global Metals & Mining Producers ETF position as of Q2 2024 after selling out during the quarter.
FWL Investment Management sold 1,126 iShares MSCI Global Metals & Mining Producers ETF shares in Q2 2024, an estimated $47K.
FWL Investment Management first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q3 2023 and held it in 3 quarters.
FWL Investment Management's iShares MSCI Global Metals & Mining Producers ETF position peaked at $236K in Q4 2023.
169 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q2 2024.

Based on FWL Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.