Root Financial Partners
PICK icon

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
Q3 		$24.7K Buy
+412
New +$25.2K ﹤0.01% 1443
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

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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
New Harbor Financial Group
New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Benjamin Edwards Inc
Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 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

Root Financial Partners's PICK Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares MSCI Global Metals & Mining Producers ETF (PICK) in Q3 2026: 412 shares worth $24.7K. The stake represents ﹤0.01% of the portfolio and ranks #1443 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PICK as recently as Q1 2026.

Root Financial Partners first reported a position in PICK in Q4 2025 and has held it in 3 quarters since. 213 funds tracked by Wall St. Rank hold PICK as of Q3 2026.

  • Root Financial Partners held 412 shares of iShares MSCI Global Metals & Mining Producers ETF worth $24.7K as of Q3 2026.
  • iShares MSCI Global Metals & Mining Producers ETF was a new Root Financial Partners position in Q3 2026.
  • iShares MSCI Global Metals & Mining Producers ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1443 holding.
  • Root Financial Partners first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q4 2025 and has held it in 3 quarters since.
  • 213 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.