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Root Financial Partners’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

Root Financial Partners’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 		– Sell
-411
Closed -$23.3K – 2405
2026
Q1 		$23.3K Sell
411
-33
-7% -$1.92K ﹤0.01% 1234
2025
Q4 		$22.8K Buy
+444
New +$21K ﹤0.01% 1117

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

Root Financial Partners's PICK Position: Q2 2026 in Review

Root Financial Partners sold out of iShares MSCI Global Metals & Mining Producers ETF (PICK) in Q2 2026, closing a stake of 411 shares — an estimated $23.3K sold.

Root Financial Partners first reported a position in PICK in Q4 2025 and held it in 2 quarters. The position peaked at $23.3K in Q1 2026. 253 funds tracked by Wall St. Rank hold PICK as of Q2 2026.

  • Root Financial Partners reported no remaining iShares MSCI Global Metals & Mining Producers ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 411 iShares MSCI Global Metals & Mining Producers ETF shares in Q2 2026, an estimated $23.3K.
  • Root Financial Partners first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's iShares MSCI Global Metals & Mining Producers ETF position peaked at $23.3K in Q1 2026.
  • 253 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.