JFS Wealth Advisors
PICK icon

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

JFS 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
Q3 		$780 Hold
13
– – ﹤0.01% 1837
2026
Q2 		$756 Buy
+13
New +$814 ﹤0.01% 1874

Other funds holding PICK

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return
New Harbor Financial Group
New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Ackerman Capital Advisors
Ackerman Capital Advisors Dallas, Texas $512M AUM 10.78% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

JFS Wealth Advisors's PICK Position: Q3 2026 in Review

JFS Wealth Advisors held its iShares MSCI Global Metals & Mining Producers ETF (PICK) position steady in Q3 2026 at 13 shares worth $780. The position accounts for ﹤0.01% of the portfolio, ranked #1837.

JFS Wealth Advisors first reported a position in PICK in Q2 2026 and has held it in 2 quarters since. 124 funds tracked by Wall St. Rank hold PICK as of Q3 2026.

  • JFS Wealth Advisors held 13 shares of iShares MSCI Global Metals & Mining Producers ETF worth $780 as of Q3 2026.
  • JFS Wealth Advisors left its iShares MSCI Global Metals & Mining Producers ETF share count unchanged in Q3 2026.
  • iShares MSCI Global Metals & Mining Producers ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1837 holding.
  • JFS Wealth Advisors first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q2 2026 and has held it in 2 quarters since.
  • 124 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.