Prospera Financial Services
PICK icon

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

Prospera Financial Services’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 		– Sell
-3,579
Closed -$208K – 1595
2026
Q2 		$208K Buy
+3,579
New +$224K ﹤0.01% 1386
2025
Q2 		– Sell
-6,694
Closed -$240K – 1343
2025
Q1 		$240K Sell
6,694
-66
-1% -$2.41K 0.01% 1065
2024
Q4 		$236K Sell
6,760
-1,230
-15% -$48.8K 0.01% 1016
2024
Q3 		$345K Sell
7,990
-1,500
-16% -$59.1K 0.01% 867
2024
Q2 		$387K Sell
9,490
-1,102
-10% -$47.3K 0.01% 811
2024
Q1 		$442K Sell
10,592
-11,997
-53% -$484K 0.01% 744
2023
Q4 		$973K Buy
22,589
+1,853
+9% +$73.7K 0.03% 476
2023
Q3 		$824K Buy
20,736
+13,556
+189% +$552K 0.03% 468
2023
Q2 		$290K Buy
+7,180
New +$293K 0.01% 811
2022
Q3 		– Sell
-1,208
Closed -$43K – 1382
2022
Q2 		$43K Buy
1,208
+352
+41% +$15.7K ﹤0.01% 1062
2022
Q1 		$44K Buy
+856
New +$39.9K ﹤0.01% 1429
2020
Q4 		– Sell
-1,700
Closed -$46K – 1312
2020
Q3 		$46K Buy
+1,700
New +$46.2K 0.02% 652

Other funds holding PICK

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
AlTi Global
AlTi Global New York $4.86B AUM 17.35% 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

Prospera Financial Services's PICK Position: Q3 2026 in Review

Prospera Financial Services sold out of iShares MSCI Global Metals & Mining Producers ETF (PICK) in Q3 2026, closing a stake of 3,579 shares — an estimated $208K sold.

Prospera Financial Services first reported a position in PICK in Q3 2020 and held it in 12 quarters. The position peaked at $973K in Q4 2023. 125 funds tracked by Wall St. Rank hold PICK as of Q3 2026.

  • Prospera Financial Services reported no remaining iShares MSCI Global Metals & Mining Producers ETF position as of Q3 2026 after selling out during the quarter.
  • Prospera Financial Services sold 3,579 iShares MSCI Global Metals & Mining Producers ETF shares in Q3 2026, an estimated $208K.
  • Prospera Financial Services first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q3 2020 and held it in 12 quarters.
  • Prospera Financial Services's iShares MSCI Global Metals & Mining Producers ETF position peaked at $973K in Q4 2023.
  • 125 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.