RIM
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Rockbridge Investment Management’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

Rockbridge Investment Management’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
2022
Q2 		– Sell
-669
Closed -$35.1K – 758
2022
Q1 		$35.1K Hold
669
– – 0.01% 344
2021
Q4 		$29K Hold
669
– – ﹤0.01% 432
2021
Q3 		$27K Hold
669
– – ﹤0.01% 408
2021
Q2 		$30K Hold
669
– – 0.01% 390
2021
Q1 		$28K Hold
669
– – 0.01% 370
2020
Q4 		$25K Hold
669
– – 0.01% 384
2020
Q3 		$18K Hold
669
– – ﹤0.01% 402
2020
Q2 		$16K Buy
+669
New +$14.9K ﹤0.01% 374

Other funds holding PICK

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return