Principia Wealth Advisory’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

Principia Wealth Advisory’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	$2.8M	Sell	48,196 -8,086	-14%	-$506K	1.4%	22
2026 Q1	$3.18M	Buy	56,282 +24,839	+79%	+$1.44M	1.8%	16
2025 Q4	$1.61M	Buy	31,443 +16,259	+107%	+$768K	1.01%	25
2025 Q3	$676K	Buy	15,184 +11,904	+363%	+$484K	0.47%	35
2025 Q2	$123K	Buy	+3,280	New	+$118K	0.1%	84

Other funds holding PICK

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

Greenline Partners New York $983M AUM 29.48% 1-Year Est. Return

Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Principia Wealth Advisory's PICK Position: Q2 2026 in Review

Principia Wealth Advisory reduced its iShares MSCI Global Metals & Mining Producers ETF (PICK) stake by 14% in Q2 2026, selling an estimated $506K and leaving 48,196 shares worth $2.8M. The position accounts for 1.4% of the portfolio, ranked #22.

Principia Wealth Advisory first reported a position in PICK in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.18M in Q1 2026. 254 funds tracked by Wall St. Rank hold PICK as of Q2 2026.

Principia Wealth Advisory held 48,196 shares of iShares MSCI Global Metals & Mining Producers ETF worth $2.8M as of Q2 2026.
Principia Wealth Advisory sold 8,086 iShares MSCI Global Metals & Mining Producers ETF shares in Q2 2026, an estimated $506K.
iShares MSCI Global Metals & Mining Producers ETF made up 1.4% of Principia Wealth Advisory's portfolio in Q2 2026, its #22 holding.
Principia Wealth Advisory first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q2 2025 and has held it in 5 quarters since.
Principia Wealth Advisory's iShares MSCI Global Metals & Mining Producers ETF position peaked at $3.18M in Q1 2026.
254 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.