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WR Wealth Planners’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

WR Wealth Planners’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
2024
Q4 		– Sell
-50
Closed -$2.16K – 1163
2024
Q3 		$2.16K Hold
50
– – ﹤0.01% 893
2024
Q2 		$2.04K Hold
50
– – ﹤0.01% 883
2024
Q1 		$2.08K Buy
+50
New +$2.02K ﹤0.01% 875

Other funds holding PICK

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GP
Greenline Partners New York $930M AUM 29.59% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

WR Wealth Planners's PICK Position: Q4 2024 in Review

WR Wealth Planners sold out of iShares MSCI Global Metals & Mining Producers ETF (PICK) in Q4 2024, closing a stake of 50 shares — an estimated $2.16K sold.

WR Wealth Planners first reported a position in PICK in Q1 2024 and held it in 3 quarters. The position peaked at $2.16K in Q3 2024. 153 funds tracked by Wall St. Rank hold PICK as of Q4 2024.

  • WR Wealth Planners reported no remaining iShares MSCI Global Metals & Mining Producers ETF position as of Q4 2024 after selling out during the quarter.
  • WR Wealth Planners sold 50 iShares MSCI Global Metals & Mining Producers ETF shares in Q4 2024, an estimated $2.16K.
  • WR Wealth Planners first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q1 2024 and held it in 3 quarters.
  • WR Wealth Planners's iShares MSCI Global Metals & Mining Producers ETF position peaked at $2.16K in Q3 2024.
  • 153 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.