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Retirement Planning Group (New York)’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

Retirement Planning Group (New York)’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 		$780K Buy
13,417
+32
+0.2% +$2K 0.43% 46
2026
Q1 		$757K Sell
13,385
-1,941
-13% -$113K 0.49% 38
2025
Q4 		$787K Buy
15,326
+93
+0.6% +$4.39K 0.54% 37
2025
Q3 		$678K Sell
15,233
-457
-3% -$18.6K 0.51% 37
2025
Q2 		$590K Sell
15,690
-1,381
-8% -$49.6K 0.52% 36
2025
Q1 		$613K Sell
17,071
-755
-4% -$27.6K 0.62% 32
2024
Q4 		$624K Buy
+17,826
New +$707K 0.69% 29

Other funds holding PICK

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
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
GP
Greenline Partners New York $983M AUM 29.48% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Retirement Planning Group (New York)'s PICK Position: Q2 2026 in Review

Retirement Planning Group (New York) increased its iShares MSCI Global Metals & Mining Producers ETF (PICK) stake by 0.24% in Q2 2026, buying an estimated $2K and bringing the position to 13,417 shares worth $780K. The position accounts for 0.43% of the portfolio, ranked #46.

Retirement Planning Group (New York) first reported a position in PICK in Q4 2024 and has held it in 7 quarters since. The position peaked at $787K in Q4 2025. 253 funds tracked by Wall St. Rank hold PICK as of Q2 2026.

  • Retirement Planning Group (New York) held 13,417 shares of iShares MSCI Global Metals & Mining Producers ETF worth $780K as of Q2 2026.
  • Retirement Planning Group (New York) bought 32 iShares MSCI Global Metals & Mining Producers ETF shares in Q2 2026, an estimated $2K.
  • iShares MSCI Global Metals & Mining Producers ETF made up 0.43% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #46 holding.
  • Retirement Planning Group (New York) first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q4 2024 and has held it in 7 quarters since.
  • Retirement Planning Group (New York)'s iShares MSCI Global Metals & Mining Producers ETF position peaked at $787K in Q4 2025.
  • 253 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.