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WESPAC Advisors SoCal’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

WESPAC Advisors SoCal’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 		$1.15M Sell
19,738
-32
-0.2% -$2K 0.2% 77
2026
Q1 		$1.12M Buy
+19,770
New +$1.15M 0.24% 73

Other funds holding PICK

HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
VWM
Vermillion Wealth Management Rosemount, Minnesota $427M AUM 12.63% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $121M AUM
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BI
BFI Infinity Zurich, Switzerland $337M AUM 27.28% 1-Year Est. Return

WESPAC Advisors SoCal's PICK Position: Q2 2026 in Review

WESPAC Advisors SoCal reduced its iShares MSCI Global Metals & Mining Producers ETF (PICK) stake by 0.16% in Q2 2026, selling an estimated $2K and leaving 19,738 shares worth $1.15M. The position accounts for 0.2% of the portfolio, ranked #77.

WESPAC Advisors SoCal first reported a position in PICK in Q1 2026 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold PICK as of Q2 2026.

  • WESPAC Advisors SoCal held 19,738 shares of iShares MSCI Global Metals & Mining Producers ETF worth $1.15M as of Q2 2026.
  • WESPAC Advisors SoCal sold 32 iShares MSCI Global Metals & Mining Producers ETF shares in Q2 2026, an estimated $2K.
  • iShares MSCI Global Metals & Mining Producers ETF made up 0.2% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #77 holding.
  • WESPAC Advisors SoCal first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q1 2026 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.