Indie Asset Partners’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

Indie Asset 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
2023 Q4	–	Sell	-12,675	Closed	-$504K	–	88
2023 Q3	$504K	Hold	12,675	–	–	0.51%	30
2023 Q2	$513K	Sell	12,675 -50	-0.4%	-$2.04K	0.56%	29
2023 Q1	$544K	Sell	12,725 -2,775	-18%	-$121K	0.64%	28
2022 Q4	$636K	Sell	15,500 -6,665	-30%	-$261K	0.7%	28
2022 Q3	$754K	Sell	22,165 -1,400	-6%	-$50.3K	0.77%	20
2022 Q2	$839K	Buy	23,565 +11,050	+88%	+$492K	0.74%	20
2022 Q1	$641K	Buy	12,515 +2,750	+28%	+$128K	0.48%	32
2021 Q4	$416K	Buy	9,765 +240	+3%	+$10.1K	0.3%	69
2021 Q3	$388K	Buy	9,525 +1,500	+19%	+$67.4K	0.31%	68
2021 Q2	$362K	Buy	+8,025	New	+$371K	0.29%	70

Other funds holding PICK

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Indie Asset Partners's PICK Position: Q4 2023 in Review

Indie Asset Partners sold out of iShares MSCI Global Metals & Mining Producers ETF (PICK) in Q4 2023, closing a stake of 12,675 shares — an estimated $504K sold.

Indie Asset Partners first reported a position in PICK in Q2 2021 and held it in 10 quarters. The position peaked at $839K in Q2 2022. 173 funds tracked by Wall St. Rank hold PICK as of Q4 2023.

Indie Asset Partners reported no remaining iShares MSCI Global Metals & Mining Producers ETF position as of Q4 2023 after selling out during the quarter.
Indie Asset Partners sold 12,675 iShares MSCI Global Metals & Mining Producers ETF shares in Q4 2023, an estimated $504K.
Indie Asset Partners first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q2 2021 and held it in 10 quarters.
Indie Asset Partners's iShares MSCI Global Metals & Mining Producers ETF position peaked at $839K in Q2 2022.
173 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q4 2023.

Based on Indie Asset Partners's 13F filing for Q4 2023, filed 26 Jan 2024.