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

Second Half 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
2025
Q1 		– Sell
-52,547
Closed -$1.84M – 94
2024
Q4 		$1.84M Sell
52,547
-16,377
-24% -$649K 0.9% 26
2024
Q3 		$2.98M Sell
68,924
-68,005
-50% -$2.68M 1.58% 23
2024
Q2 		$5.59M Sell
136,929
-4,298
-3% -$184K 4.48% 10
2024
Q1 		$5.89M Sell
141,227
-1,788
-1% -$72.1K 2.62% 13
2023
Q4 		$6.16M Buy
143,015
+17,696
+14% +$704K 3.04% 9
2023
Q3 		$4.98M Sell
125,319
-4,076
-3% -$166K 2.48% 9
2023
Q2 		$5.24M Sell
129,395
-946
-0.7% -$38.6K 1.2% 21
2023
Q1 		$5.57M Sell
130,341
-1,231
-0.9% -$53.7K 3.3% 6
2022
Q4 		$6.14M Buy
131,572
+15,416
+13% +$603K 4% 5
2022
Q3 		$3.95M Buy
116,156
+17,257
+17% +$620K 4.92% 6
2022
Q2 		$4.17M Hold
98,899
– – 3.2% 9
2022
Q1 		$4.17M Buy
+98,899
New +$4.61M 3.2% 9

Other funds holding PICK

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
GP
Greenline Partners New York $930M AUM 29.59% 1-Year Est. Return
TA
TLS Advisors Miami, Florida $42.1M AUM 25.99% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return