Heritage Wealth Advisors’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

Heritage Wealth 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
2026 Q2	$494K	Hold	8,500	–	–	0.02%	133
2026 Q1	$481K	Hold	8,500	–	–	0.02%	132
2025 Q4	$436K	Sell	8,500 -3,200	-27%	-$151K	0.02%	152
2025 Q3	$521K	Hold	11,700	–	–	0.02%	127
2025 Q2	$440K	Hold	11,700	–	–	0.02%	143
2025 Q1	$420K	Hold	11,700	–	–	0.02%	143
2024 Q4	$409K	Hold	11,700	–	–	0.02%	148
2024 Q3	$506K	Sell	11,700 -6,292	-35%	-$248K	0.02%	144
2024 Q2	$735K	Hold	17,992	–	–	0.03%	101
2024 Q1	$750K	Sell	17,992 -7,124	-28%	-$287K	0.03%	111
2023 Q4	$1.08M	Buy	+25,116	New	+$999K	0.05%	83

Other funds holding PICK

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

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

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

MERSOM

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

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

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

Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Heritage Wealth Advisors's PICK Position: Q2 2026 in Review

Heritage Wealth Advisors held its iShares MSCI Global Metals & Mining Producers ETF (PICK) position steady in Q2 2026 at 8,500 shares worth $494K. The position accounts for 0.02% of the portfolio, ranked #133.

Heritage Wealth Advisors first reported a position in PICK in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.08M in Q4 2023. 253 funds tracked by Wall St. Rank hold PICK as of Q2 2026.

Heritage Wealth Advisors held 8,500 shares of iShares MSCI Global Metals & Mining Producers ETF worth $494K as of Q2 2026.
Heritage Wealth Advisors left its iShares MSCI Global Metals & Mining Producers ETF share count unchanged in Q2 2026.
iShares MSCI Global Metals & Mining Producers ETF made up 0.02% of Heritage Wealth Advisors's portfolio in Q2 2026, its #133 holding.
Heritage Wealth Advisors first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q4 2023 and has held it in 11 quarters since.
Heritage Wealth Advisors's iShares MSCI Global Metals & Mining Producers ETF position peaked at $1.08M in Q4 2023.
253 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.