MFWP
PICK icon

Mosaic Family Wealth Partners’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

Mosaic Family Wealth Partners’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 		$425K Buy
+7,308
New +$457K 0.03% 309

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MERSOM
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NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
GP
Greenline Partners New York $983M AUM 29.48% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mosaic Family Wealth Partners's PICK Position: Q2 2026 in Review

Mosaic Family Wealth Partners opened a new position in iShares MSCI Global Metals & Mining Producers ETF (PICK) in Q2 2026: 7,308 shares worth $425K. The stake represents 0.03% of the portfolio and ranks #309 among its holdings.

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

  • Mosaic Family Wealth Partners held 7,308 shares of iShares MSCI Global Metals & Mining Producers ETF worth $425K as of Q2 2026.
  • iShares MSCI Global Metals & Mining Producers ETF was a new Mosaic Family Wealth Partners position in Q2 2026.
  • iShares MSCI Global Metals & Mining Producers ETF made up 0.03% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #309 holding.
  • 253 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.