SageView Advisory Group’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

SageView Advisory Group’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 Q1	–	Sell	-294	Closed	-$15.1K	–	1912
2025 Q4	$15.1K	Buy	+294	New	+$13.9K	﹤0.01%	1561
2024 Q2	–	Sell	-5,165	Closed	-$297K	–	704
2024 Q1	$297K	Buy	+5,165	New	+$208K	0.02%	419

Other funds holding PICK

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

Greenline Partners New York $983M AUM 29.48% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

SageView Advisory Group's PICK Position: Q1 2026 in Review

SageView Advisory Group sold out of iShares MSCI Global Metals & Mining Producers ETF (PICK) in Q1 2026, closing a stake of 294 shares — an estimated $15.1K sold.

SageView Advisory Group first reported a position in PICK in Q1 2024 and held it in 2 quarters. The position peaked at $297K in Q1 2024. 221 funds tracked by Wall St. Rank hold PICK as of Q1 2026.

SageView Advisory Group reported no remaining iShares MSCI Global Metals & Mining Producers ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 294 iShares MSCI Global Metals & Mining Producers ETF shares in Q1 2026, an estimated $15.1K.
SageView Advisory Group first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q1 2024 and held it in 2 quarters.
SageView Advisory Group's iShares MSCI Global Metals & Mining Producers ETF position peaked at $297K in Q1 2024.
221 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.