Wealth Management Partners’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

Wealth Management 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
2021 Q3	–	Sell	-54,277	Closed	-$2.45M	–	121
2021 Q2	$2.45M	Sell	54,277 -210	-0.4%	-$9.72K	1.71%	16
2021 Q1	$2.36M	Buy	54,487 +42,539	+356%	+$1.74M	1.76%	15
2020 Q4	$463K	Buy	+11,948	New	+$373K	0.36%	60

Other funds holding PICK

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

MERSOM

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Wealth Management Partners's PICK Position: Q3 2021 in Review

Wealth Management Partners sold out of iShares MSCI Global Metals & Mining Producers ETF (PICK) in Q3 2021, closing a stake of 54,277 shares — an estimated $2.45M sold.

Wealth Management Partners first reported a position in PICK in Q4 2020 and held it in 3 quarters. The position peaked at $2.45M in Q2 2021. 118 funds tracked by Wall St. Rank hold PICK as of Q3 2021.

Wealth Management Partners reported no remaining iShares MSCI Global Metals & Mining Producers ETF position as of Q3 2021 after selling out during the quarter.
Wealth Management Partners sold 54,277 iShares MSCI Global Metals & Mining Producers ETF shares in Q3 2021, an estimated $2.45M.
Wealth Management Partners first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q4 2020 and held it in 3 quarters.
Wealth Management Partners's iShares MSCI Global Metals & Mining Producers ETF position peaked at $2.45M in Q2 2021.
118 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q3 2021.

Based on Wealth Management Partners's 13F filing for Q3 2021, filed 13 Oct 2021.