KWM
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Kingsview Wealth Management’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

Kingsview Wealth Management’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
2022
Q2 		– Sell
-13,058
Closed -$669K – 899
2022
Q1 		$669K Buy
+13,058
New +$608K 0.03% 510
2021
Q4 		– Sell
-7,357
Closed -$300K – 1023
2021
Q3 		$300K Sell
7,357
-8,767
-54% -$394K 0.01% 683
2021
Q2 		$726K Sell
16,124
-465
-3% -$21.5K 0.04% 459
2021
Q1 		$706K Buy
+16,589
New +$677K 0.04% 432

Other funds holding PICK

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return