IWC
PICK icon

Integrated Wealth Concepts’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

Integrated Wealth Concepts’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
Q1 		– Sell
-9,971
Closed -$429K – 1693
2023
Q4 		$429K Sell
9,971
-7,165
-42% -$285K 0.01% 1066
2023
Q3 		$681K Sell
17,136
-12,152
-41% -$494K 0.01% 849
2023
Q2 		$1.18M Buy
29,288
+1,973
+7% +$80.5K 0.02% 612
2023
Q1 		$1.17M Buy
27,315
+18,273
+202% +$797K 0.02% 557
2022
Q4 		$371K Buy
9,042
+1,643
+22% +$64.3K 0.01% 744
2022
Q3 		$252K Buy
7,399
+195
+3% +$7.01K 0.01% 797
2022
Q2 		$257K Buy
+7,204
New +$321K 0.01% 803

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
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return