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

Mascoma 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
2023 Q2	–	Sell	-2,180	Closed	-$89.9K	–	561
2023 Q1	$89.9K	Hold	2,180	–	–	0.03%	174
2022 Q4	$89.4K	Buy	2,180 +55	+3%	+$2.15K	0.03%	172
2022 Q3	$72K	Hold	2,125	–	–	0.02%	198
2022 Q2	$76K	Buy	2,125 +90	+4%	+$4.01K	0.03%	201
2022 Q1	$104K	Buy	2,035 +3	+0.1%	+$140	0.03%	178
2021 Q4	$87K	Buy	2,032 +7	+0.3%	+$294	0.03%	175
2021 Q3	$83K	Buy	+2,025	New	+$91K	0.03%	170
2021 Q2	–	Sell	-1,996	Closed	-$84K	–	354
2021 Q1	$84K	Buy	+1,996	New	+$81.4K	0.04%	167

Other funds holding PICK

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Mascoma Wealth Management's PICK Position: Q2 2023 in Review

Mascoma Wealth Management sold out of iShares MSCI Global Metals & Mining Producers ETF (PICK) in Q2 2023, closing a stake of 2,180 shares — an estimated $89.9K sold.

Mascoma Wealth Management first reported a position in PICK in Q1 2021 and held it in 8 quarters. The position peaked at $104K in Q1 2022. 154 funds tracked by Wall St. Rank hold PICK as of Q2 2023.

Mascoma Wealth Management reported no remaining iShares MSCI Global Metals & Mining Producers ETF position as of Q2 2023 after selling out during the quarter.
Mascoma Wealth Management sold 2,180 iShares MSCI Global Metals & Mining Producers ETF shares in Q2 2023, an estimated $89.9K.
Mascoma Wealth Management first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q1 2021 and held it in 8 quarters.
Mascoma Wealth Management's iShares MSCI Global Metals & Mining Producers ETF position peaked at $104K in Q1 2022.
154 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q2 2023.

Based on Mascoma Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.