PFA
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Pinnacle Family Advisors’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

Pinnacle Family 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
2024
Q3 		– Sell
-22,989
Closed -$939K – 127
2024
Q2 		$939K Buy
22,989
+5,535
+32% +$237K 0.52% 35
2024
Q1 		$728K Sell
17,454
-1,261
-7% -$50.8K 0.39% 41
2023
Q4 		$806K Sell
18,715
-1,250
-6% -$49.7K 0.47% 37
2023
Q3 		$794K Hold
19,965
– – 0.45% 34
2023
Q2 		$808K Buy
19,965
+225
+1% +$9.18K 0.44% 40
2023
Q1 		$843K Buy
19,740
+122
+0.6% +$5.32K 0.51% 42
2022
Q4 		$804K Buy
+19,618
New +$767K 0.57% 40
2022
Q2 		– Sell
-10,954
Closed -$561K – 110
2022
Q1 		$561K Buy
+10,954
New +$510K 0.3% 61
2021
Q3 		– Sell
-21,188
Closed -$957K – 154
2021
Q2 		$957K Buy
21,188
+729
+4% +$33.7K 0.42% 45
2021
Q1 		$862K Buy
20,459
+444
+2% +$18.1K 0.45% 47
2020
Q4 		$738K Buy
+20,015
New +$626K 0.45% 48
2019
Q2 		– Sell
-16,618
Closed -$516K – 87
2019
Q1 		$516K Buy
+16,618
New +$493K 0.46% 44
2018
Q4 		– Sell
-16,898
Closed -$551K – 72
2018
Q3 		$551K Hold
16,898
– – 0.29% 42
2018
Q2 		$551K Sell
16,898
-78
-0.5% -$2.7K 0.29% 48
2018
Q1 		$569K Sell
16,976
-395
-2% -$14.1K 0.32% 45
2017
Q4 		$602K Buy
17,371
+869
+5% +$28K 0.28% 51
2017
Q3 		$511K Sell
16,502
-63
-0.4% -$1.92K 0.24% 54
2017
Q2 		$447K Buy
16,565
+437
+3% +$11.7K 0.25% 51
2017
Q1 		$453K Buy
16,128
+1,780
+12% +$51.2K 0.28% 46
2016
Q4 		$369K Buy
+14,348
New +$364K 0.23% 54

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
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GP
Greenline Partners New York $983M AUM 29.48% 1-Year Est. Return

Pinnacle Family Advisors's PICK Position: Q3 2024 in Review

Pinnacle Family Advisors sold out of iShares MSCI Global Metals & Mining Producers ETF (PICK) in Q3 2024, closing a stake of 22,989 shares — an estimated $939K sold.

Pinnacle Family Advisors first reported a position in PICK in Q4 2016 and held it in 20 quarters. The position peaked at $957K in Q2 2021. 157 funds tracked by Wall St. Rank hold PICK as of Q3 2024.

  • Pinnacle Family Advisors reported no remaining iShares MSCI Global Metals & Mining Producers ETF position as of Q3 2024 after selling out during the quarter.
  • Pinnacle Family Advisors sold 22,989 iShares MSCI Global Metals & Mining Producers ETF shares in Q3 2024, an estimated $939K.
  • Pinnacle Family Advisors first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q4 2016 and held it in 20 quarters.
  • Pinnacle Family Advisors's iShares MSCI Global Metals & Mining Producers ETF position peaked at $957K in Q2 2021.
  • 157 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q3 2024.

Based on Pinnacle Family Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.