Next Level Wealth Planning
PICK icon

Next Level Wealth Planning’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

Next Level Wealth Planning’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
Q3 		$5.35K Buy
+89
New +$5.45K ﹤0.01% 380

Other funds holding PICK

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return
New Harbor Financial Group
New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Ackerman Capital Advisors
Ackerman Capital Advisors Dallas, Texas $512M AUM 10.78% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Next Level Wealth Planning's PICK Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in iShares MSCI Global Metals & Mining Producers ETF (PICK) in Q3 2026: 89 shares worth $5.35K. The stake represents ﹤0.01% of the portfolio and ranks #380 among its holdings.

124 funds tracked by Wall St. Rank hold PICK as of Q3 2026.

  • Next Level Wealth Planning held 89 shares of iShares MSCI Global Metals & Mining Producers ETF worth $5.35K as of Q3 2026.
  • iShares MSCI Global Metals & Mining Producers ETF was a new Next Level Wealth Planning position in Q3 2026.
  • iShares MSCI Global Metals & Mining Producers ETF made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #380 holding.
  • 124 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.