Whittier Trust’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

Whittier Trust’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
2023 Q4	–	Sell	-385	Closed	-$15.3K	–	1634
2023 Q3	$15.3K	Hold	385	–	–	﹤0.01%	1174
2023 Q2	$15.6K	Hold	385	–	–	﹤0.01%	1177
2023 Q1	$16.4K	Hold	385	–	–	﹤0.01%	1196
2022 Q4	$15.8K	Hold	385	–	–	﹤0.01%	1199
2022 Q3	$13K	Hold	385	–	–	﹤0.01%	1294
2022 Q2	$14K	Hold	385	–	–	﹤0.01%	1257
2022 Q1	$20K	Buy	+385	New	+$17.9K	﹤0.01%	1204

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJA

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

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

Whittier Trust's PICK Position: Q4 2023 in Review

Whittier Trust sold out of iShares MSCI Global Metals & Mining Producers ETF (PICK) in Q4 2023, closing a stake of 385 shares — an estimated $15.3K sold.

Whittier Trust first reported a position in PICK in Q1 2022 and held it in 7 quarters. The position peaked at $20K in Q1 2022. 173 funds tracked by Wall St. Rank hold PICK as of Q4 2023.

Whittier Trust reported no remaining iShares MSCI Global Metals & Mining Producers ETF position as of Q4 2023 after selling out during the quarter.
Whittier Trust sold 385 iShares MSCI Global Metals & Mining Producers ETF shares in Q4 2023, an estimated $15.3K.
Whittier Trust first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q1 2022 and held it in 7 quarters.
Whittier Trust's iShares MSCI Global Metals & Mining Producers ETF position peaked at $20K in Q1 2022.
173 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q4 2023.

Based on Whittier Trust's 13F filing for Q4 2023, filed 11 Jan 2024.