MKD Wealth Coaches’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

MKD Wealth Coaches’s Portfolio SLVP Stock Details SLVP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-10,185	Closed	-$118K	–	28
2024 Q4	$118K	Buy	+10,185	New	+$136K	0.12%	29
2021 Q4	$148K	Sell	11,478 -2,090	-15%	-$28K	0.2%	32
2021 Q3	$167K	Hold	13,568	–	–	0.26%	21
2021 Q2	$208K	Buy	13,568 +482	+4%	+$7.97K	0.33%	18
2021 Q1	$193K	Sell	13,086 -159,412	-92%	-$2.56M	0.33%	17
2020 Q4	$2.95M	Sell	172,498 -3,999	-2%	-$64.6K	4.73%	5
2020 Q3	$2.75M	Sell	176,497 -86,619	-33%	-$1.4M	3.93%	7
2020 Q2	$3.52M	Sell	263,116 -1,664	-0.6%	-$18.7K	4.45%	9
2020 Q1	$2.02M	Sell	264,780 -26,483	-9%	-$258K	2.71%	16
2019 Q4	$3.27M	Sell	291,263 -5,349	-2%	-$54K	2.78%	17
2019 Q3	$2.87M	Buy	296,612 +581	+0.2%	+$5.88K	2.98%	14
2019 Q2	$2.75M	Sell	296,031 -496	-0.2%	-$4.19K	2.45%	15
2019 Q1	$2.71M	Buy	296,527 +213,595	+258%	+$1.91M	2.74%	14
2018 Q4	$692K	Buy	+82,932	New	+$666K	0.82%	23

Other funds holding SLVP

FCG

Fielder Capital Group Nashville, Tennessee $459M AUM 48.94% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

SAM

Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MKD Wealth Coaches's SLVP Position: Q1 2025 in Review

MKD Wealth Coaches sold out of iShares MSCI Global Silver and Metals Miners ETF (SLVP) in Q1 2025, closing a stake of 10,185 shares — an estimated $118K sold.

MKD Wealth Coaches first reported a position in SLVP in Q4 2018 and held it in 14 quarters. The position peaked at $3.52M in Q2 2020. 58 funds tracked by Wall St. Rank hold SLVP as of Q1 2025.

MKD Wealth Coaches reported no remaining iShares MSCI Global Silver and Metals Miners ETF position as of Q1 2025 after selling out during the quarter.
MKD Wealth Coaches sold 10,185 iShares MSCI Global Silver and Metals Miners ETF shares in Q1 2025, an estimated $118K.
MKD Wealth Coaches first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q4 2018 and held it in 14 quarters.
MKD Wealth Coaches's iShares MSCI Global Silver and Metals Miners ETF position peaked at $3.52M in Q2 2020.
58 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q1 2025.

Based on MKD Wealth Coaches's 13F filing for Q1 2025, filed 10 Apr 2025.