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

Moran 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
Q3 		– Sell
-7,511
Closed -$304K – 409
2023
Q2 		$304K Sell
7,511
-10,813
-59% -$441K 0.01% 344
2023
Q1 		$783K Buy
18,324
+523
+3% +$22.8K 0.03% 274
2022
Q4 		$730K Buy
+17,801
New +$696K 0.03% 271

Other funds holding PICK

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
PF
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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Moran Wealth Management's PICK Position: Q3 2023 in Review

Moran Wealth Management sold out of iShares MSCI Global Metals & Mining Producers ETF (PICK) in Q3 2023, closing a stake of 7,511 shares — an estimated $304K sold.

Moran Wealth Management first reported a position in PICK in Q4 2022 and held it in 3 quarters. The position peaked at $783K in Q1 2023. 159 funds tracked by Wall St. Rank hold PICK as of Q3 2023.

  • Moran Wealth Management reported no remaining iShares MSCI Global Metals & Mining Producers ETF position as of Q3 2023 after selling out during the quarter.
  • Moran Wealth Management sold 7,511 iShares MSCI Global Metals & Mining Producers ETF shares in Q3 2023, an estimated $304K.
  • Moran Wealth Management first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q4 2022 and held it in 3 quarters.
  • Moran Wealth Management's iShares MSCI Global Metals & Mining Producers ETF position peaked at $783K in Q1 2023.
  • 159 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q3 2023.

Based on Moran Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.