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WT
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
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MERSOM
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$8.81B AUM
10.88%
1-Year Est. Return
PF
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$10.5B AUM
49.21%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
G
GenTrust
Miami, Florida
$2.34B AUM
18.43%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
RJA
Raymond James & Associates
St Petersburg, Florida
$164B AUM
33.91%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Sign up
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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