Swaine & Leidel Wealth Services’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

Swaine & Leidel Wealth Services’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
2022 Q1	$4.17M	Buy	+4,167	New	+$194K	3.2%	9
2021 Q3	$2.12M	Buy	+52,029	New	+$2.34M	1.87%	24
2021 Q1	$4.17M	Buy	98,899 +4,390	+5%	+$179K	2.69%	11
2020 Q4	$3.48M	Buy	+94,509	New	+$2.95M	2.53%	15

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Swaine & Leidel Wealth Services's PICK Position: Q1 2022 in Review

Swaine & Leidel Wealth Services opened a new position in iShares MSCI Global Metals & Mining Producers ETF (PICK) in Q1 2022: 4,167 shares worth $4.17M. The stake represents 3.2% of the portfolio and ranks #9 among its holdings. This is a return to the name: Swaine & Leidel Wealth Services previously reported a position in PICK as recently as Q3 2021.

Swaine & Leidel Wealth Services first reported a position in PICK in Q4 2020 and has held it in 4 quarters since. 163 funds tracked by Wall St. Rank hold PICK as of Q1 2022.

Swaine & Leidel Wealth Services held 4,167 shares of iShares MSCI Global Metals & Mining Producers ETF worth $4.17M as of Q1 2022.
iShares MSCI Global Metals & Mining Producers ETF was a new Swaine & Leidel Wealth Services position in Q1 2022.
iShares MSCI Global Metals & Mining Producers ETF made up 3.2% of Swaine & Leidel Wealth Services's portfolio in Q1 2022, its #9 holding.
Swaine & Leidel Wealth Services first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q4 2020 and has held it in 4 quarters since.
163 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q1 2022.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2022, filed 17 May 2022.