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PICK vs EWA

Shared holdings
8
PICK covered by EWA
17.64%
EWA covered by PICK
17.64%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

PICK (Feb. 28, 2026)

SecurityWeight
BHP GROUP LTD11.98%
RIO TINTO PLC6.50%
FREEPORT MCMORAN INC5.68%
GLENCORE PLC4.22%
VALE SA3.64%
ANGLO AMER PLC3.25%
RIO TINTO LTD2.57%
NUCOR CORP2.36%
GRUPO MEXICO-B2.30%
VALTERRA PLATINU1.81%
ARCELORMITTAL1.79%
STEEL DYNAMICS INC1.57%
TECK RESOURCES-B1.56%
SAUDI ARABIAN MI1.48%
FORTESCUE METALS1.48%
ANTOFAGASTA PLC1.32%
BOLIDEN AB1.31%
LUNDIN MINING CORP1.27%
BlackRock Cash Funds: Institutional, SL Agency Shares1.24%
FIRST QUANTUM1.24%
POSCO HOLDINGS I1.21%
IMPALA PLATINUM1.17%
SUMITOMO MET MIN1.16%
Southern Copper Corporation COM USD0.011.15%
NIPPON STEEL COR1.14%
TATA STEEL LTD1.01%
RELIANCE STEEL and ALUMINUM CO0.96%
ALCOA CORP0.94%
SOUTH32 LTD-DI0.86%
Nippon Mining Holdings, Inc0.86%
HINDALCO INDS0.80%
MITSUI MINING &0.78%
KGHM0.77%
NORSK HYDRO ASA0.75%
CHINA HONGQIAO0.75%
SIBANYE STILLWAT0.73%
LYNAS RARE EARTH0.70%
PLS GROUP LTD0.69%
CMOC-H0.66%
HUDBAY MINERALS0.65%
VEDANTA LTD0.63%
NORTHAM PLATINUM HOLDINGS LTD0.57%
IVANHOE MINES LTD0.52%
BLUESCOPE STEEL0.51%
JSW STEEL LTD0.50%
CAPSTONE COPPER0.49%
MP MATERIALS CORP0.49%
COMMERCIAL METALS CO0.48%
JFE HOLDINGS INC0.47%
CHINA STEEL CORP0.45%

EWA (Feb. 28, 2026)

SecurityWeight
COMMONW BK AUSTR13.94%
BHP GROUP LTD13.84%
NATL AUST BANK7.17%
WESTPAC BANKING CORPORATION6.94%
ANZ GROUP HOLDIN5.70%
WESFARMERS LTD4.32%
MACQUARIE GROUP3.69%
CSL LTD COMMON STOCK3.41%
RIO TINTO LTD2.96%
GOODMAN GROUP2.82%
WOODSIDE ENERGY2.61%
TRANSURBAN GROUP2.13%
WOOLWORTHS GROUP2.10%
NORTHERN STAR RE2.00%
FORTESCUE METALS1.71%
BRAMBLES LTD1.63%
EVOLUTION MINING LTD1.62%
QBE INSURANCE1.57%
COLES GROUP LTD1.32%
ARISTOCRAT LEISURE LTD COMMON STOCK1.27%
SANTOS LTD1.05%
ORIGIN ENERGY1.00%
SOUTH32 LTD-DI0.99%
TELSTRA GROUP LT0.98%
SCENTRE GROUP0.95%
LYNAS RARE EARTH0.80%
COMPUTERSHARE LT0.77%
SUNCORP GROUP LT0.76%
INSURANCE AUSTRA0.75%
SIGMA HEALTHCARE0.70%
XERO LTD0.66%
WHSP Holdings Ltd0.63%
COCHLEAR LTD0.62%
STOCKLAND0.59%
LOTTERY CORP LTD0.59%
Australian Pipeline Trust0.58%
MEDIBANK PRIVATE0.58%
SONIC HEALTHCARE0.53%
ASX LTD0.49%
CARSALES COM LTD0.48%
WISETECH GLOBAL0.46%
VICINITY CENTRES0.46%
SGH LTD0.45%
REA GROUP LTD COMMON STOCK0.42%
PRO MEDICUS LTD0.35%
QANTAS AIRWAYS0.35%
FX Forward Contract: AUD/USD SETTLE 2026-03-180.17%
BlackRock Cash Funds: Treasury, SL Agency Shares0.04%
SPI 200 FUTURES MAR260.02%
FX Spot Contract: EUR/USD SETTLE 2026-01-050.00%

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