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 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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

TLS Advisors Miami, Florida $34M AUM 11.11% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Second Half Financial Partners's PICK Position: Q1 2025 in Review

Second Half Financial Partners sold out of iShares MSCI Global Metals & Mining Producers ETF (PICK) in Q1 2025, closing a stake of 52,547 shares — an estimated $1.84M sold.

Second Half Financial Partners first reported a position in PICK in Q1 2022 and held it in 12 quarters. The position peaked at $6.16M in Q4 2023. 146 funds tracked by Wall St. Rank hold PICK as of Q1 2025.

Second Half Financial Partners reported no remaining iShares MSCI Global Metals & Mining Producers ETF position as of Q1 2025 after selling out during the quarter.
Second Half Financial Partners sold 52,547 iShares MSCI Global Metals & Mining Producers ETF shares in Q1 2025, an estimated $1.84M.
Second Half Financial Partners first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q1 2022 and held it in 12 quarters.
Second Half Financial Partners's iShares MSCI Global Metals & Mining Producers ETF position peaked at $6.16M in Q4 2023.
146 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q1 2025.

Based on Second Half Financial Partners's 13F filing for Q1 2025, filed 7 May 2025.