UFPG
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United Financial Planning Group’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

United Financial Planning 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
Q2 		$126K Buy
2,162
+19
+0.9% +$1.19K 0.06% 70
2026
Q1 		$121K Buy
2,143
+86
+4% +$5K 0.07% 60
2025
Q4 		$106K Buy
+2,057
New +$97.1K 0.06% 67

Other funds holding PICK

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
GP
Greenline Partners New York $983M AUM 29.48% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

United Financial Planning Group's PICK Position: Q2 2026 in Review

United Financial Planning Group increased its iShares MSCI Global Metals & Mining Producers ETF (PICK) stake by 0.89% in Q2 2026, buying an estimated $1.19K and bringing the position to 2,162 shares worth $126K. The position accounts for 0.06% of the portfolio, ranked #70.

United Financial Planning Group first reported a position in PICK in Q4 2025 and has held it in 3 quarters since. 253 funds tracked by Wall St. Rank hold PICK as of Q2 2026.

  • United Financial Planning Group held 2,162 shares of iShares MSCI Global Metals & Mining Producers ETF worth $126K as of Q2 2026.
  • United Financial Planning Group bought 19 iShares MSCI Global Metals & Mining Producers ETF shares in Q2 2026, an estimated $1.19K.
  • iShares MSCI Global Metals & Mining Producers ETF made up 0.06% of United Financial Planning Group's portfolio in Q2 2026, its #70 holding.
  • United Financial Planning Group first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q4 2025 and has held it in 3 quarters since.
  • 253 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.