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Gen-Wealth Partners’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

Gen-Wealth Partners’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
Q3 		– Sell
-70
Closed -$2.86K – 701
2024
Q2 		$2.86K Hold
70
– – ﹤0.01% 566
2024
Q1 		$2.92K Buy
+70
New +$2.82K ﹤0.01% 550

Other funds holding PICK

Fisher Asset Management
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
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GP
Greenline Partners New York $983M AUM 29.48% 1-Year Est. Return

Gen-Wealth Partners's PICK Position: Q3 2024 in Review

Gen-Wealth Partners sold out of iShares MSCI Global Metals & Mining Producers ETF (PICK) in Q3 2024, closing a stake of 70 shares — an estimated $2.86K sold.

Gen-Wealth Partners first reported a position in PICK in Q1 2024 and held it in 2 quarters. The position peaked at $2.92K in Q1 2024. 157 funds tracked by Wall St. Rank hold PICK as of Q3 2024.

  • Gen-Wealth Partners reported no remaining iShares MSCI Global Metals & Mining Producers ETF position as of Q3 2024 after selling out during the quarter.
  • Gen-Wealth Partners sold 70 iShares MSCI Global Metals & Mining Producers ETF shares in Q3 2024, an estimated $2.86K.
  • Gen-Wealth Partners first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q1 2024 and held it in 2 quarters.
  • Gen-Wealth Partners's iShares MSCI Global Metals & Mining Producers ETF position peaked at $2.92K in Q1 2024.
  • 157 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q3 2024.

Based on Gen-Wealth Partners's 13F filing for Q3 2024, filed 13 Nov 2024.