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

Whalen Wealth Management’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
Q3 		$903K Buy
+15,054
New +$922K 0.39% 73

Other funds holding PICK

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Whalen Wealth Management's PICK Position: Q3 2026 in Review

Whalen Wealth Management opened a new position in iShares MSCI Global Metals & Mining Producers ETF (PICK) in Q3 2026: 15,054 shares worth $903K. The stake represents 0.39% of the portfolio and ranks #73 among its holdings.

7 funds tracked by Wall St. Rank hold PICK as of Q3 2026.

  • Whalen Wealth Management held 15,054 shares of iShares MSCI Global Metals & Mining Producers ETF worth $903K as of Q3 2026.
  • iShares MSCI Global Metals & Mining Producers ETF was a new Whalen Wealth Management position in Q3 2026.
  • iShares MSCI Global Metals & Mining Producers ETF made up 0.39% of Whalen Wealth Management's portfolio in Q3 2026, its #73 holding.
  • 7 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.