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Moss Adams Wealth Advisors’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

Moss Adams Wealth Advisors’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
Q1 		– Sell
-175
Closed -$7.17K – 201
2022
Q4 		$7.17K Buy
+175
New +$6.85K ﹤0.01% 146

Other funds holding PICK

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

Moss Adams Wealth Advisors's PICK Position: Q1 2023 in Review

Moss Adams Wealth Advisors sold out of iShares MSCI Global Metals & Mining Producers ETF (PICK) in Q1 2023, closing a stake of 175 shares — an estimated $7.17K sold.

Moss Adams Wealth Advisors first reported a position in PICK in Q4 2022 and held it in 1 quarter. The position peaked at $7.17K in Q4 2022. 164 funds tracked by Wall St. Rank hold PICK as of Q1 2023.

  • Moss Adams Wealth Advisors reported no remaining iShares MSCI Global Metals & Mining Producers ETF position as of Q1 2023 after selling out during the quarter.
  • Moss Adams Wealth Advisors sold 175 iShares MSCI Global Metals & Mining Producers ETF shares in Q1 2023, an estimated $7.17K.
  • Moss Adams Wealth Advisors first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q4 2022 and held it in 1 quarter.
  • Moss Adams Wealth Advisors's iShares MSCI Global Metals & Mining Producers ETF position peaked at $7.17K in Q4 2022.
  • 164 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q1 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2023, filed 20 Dec 2023.