Phoenix Financial’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

Phoenix Financial’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
2025 Q1	–	Sell	-654,394	Closed	-$22.9M	–	406
2024 Q4	$22.9M	Hold	654,394	–	–	0.31%	58
2024 Q3	$28.3M	Sell	654,394 -2,506,106	-79%	-$98.8M	0.42%	49
2024 Q2	$129M	Buy	+3,160,500	New	+$136M	1.96%	12
2024 Q1	–	Sell	-1,085,433	Closed	-$52.7M	–	463
2023 Q4	$52.7M	Sell	1,085,433 -2,777,326	-72%	-$110M	0.87%	32
2023 Q3	$154M	Hold	3,862,759	–	–	2.81%	9
2023 Q2	$156M	Buy	3,862,759 +2,939,559	+318%	+$120M	3.19%	10
2023 Q1	$39.4M	Buy	+923,200	New	+$40.3M	0.88%	39

Other funds holding PICK

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Greenline Partners New York $930M AUM 29.59% 1-Year Est. Return

TLS Advisors Miami, Florida $42.1M AUM 25.99% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Phoenix Financial's PICK Position: Q1 2025 in Review

Phoenix Financial sold out of iShares MSCI Global Metals & Mining Producers ETF (PICK) in Q1 2025, closing a stake of 654,394 shares — an estimated $22.9M sold.

Phoenix Financial first reported a position in PICK in Q1 2023 and held it in 7 quarters. The position peaked at $156M in Q2 2023. 146 funds tracked by Wall St. Rank hold PICK as of Q1 2025.

Phoenix Financial reported no remaining iShares MSCI Global Metals & Mining Producers ETF position as of Q1 2025 after selling out during the quarter.
Phoenix Financial sold 654,394 iShares MSCI Global Metals & Mining Producers ETF shares in Q1 2025, an estimated $22.9M.
Phoenix Financial first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q1 2023 and held it in 7 quarters.
Phoenix Financial's iShares MSCI Global Metals & Mining Producers ETF position peaked at $156M in Q2 2023.
146 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q1 2025.

Based on Phoenix Financial's 13F filing for Q1 2025, filed 7 May 2025.