LifeSteps Financial’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

LifeSteps Financial’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	$2.91K	Buy	+50	New	+$3.13K	﹤0.01%	618

Other funds holding PICK

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

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Ackerman Capital Advisors Dallas, Texas $497M AUM 16.31% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

Retirement Management Systems Leonardtown, Maryland $488M AUM

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

LifeSteps Financial's PICK Position: Q2 2026 in Review

LifeSteps Financial opened a new position in iShares MSCI Global Metals & Mining Producers ETF (PICK) in Q2 2026: 50 shares worth $2.91K. The stake represents ﹤0.01% of the portfolio and ranks #618 among its holdings.

80 funds tracked by Wall St. Rank hold PICK as of Q2 2026.

LifeSteps Financial held 50 shares of iShares MSCI Global Metals & Mining Producers ETF worth $2.91K as of Q2 2026.
iShares MSCI Global Metals & Mining Producers ETF was a new LifeSteps Financial position in Q2 2026.
iShares MSCI Global Metals & Mining Producers ETF made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #618 holding.
80 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.