Addison Advisors’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Addison Advisors’s Portfolio WOOD Stock Details WOOD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-190	Closed	-$13.8K	–	793
2022 Q4	$13.8K	Hold	190	–	–	0.01%	413
2022 Q3	$12K	Hold	190	–	–	0.01%	434
2022 Q2	$14K	Hold	190	–	–	0.01%	408
2022 Q1	$17K	Hold	190	–	–	0.01%	417
2021 Q4	$17K	Hold	190	–	–	0.01%	358
2021 Q3	$16K	Hold	190	–	–	0.01%	278
2021 Q2	$16K	Buy	+190	New	+$17.2K	0.01%	275
2020 Q4	$15K	Buy	+190	New	+$13.5K	0.01%	268

Other funds holding WOOD

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

NIC

Northwest Investment Counselors Lake Oswego, Oregon $442M AUM 29.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IFO

Independent Family Office Albany, New York $243M AUM 21.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Addison Advisors's WOOD Position: Q1 2023 in Review

Addison Advisors sold out of iShares Global Timber & Forestry ETF (WOOD) in Q1 2023, closing a stake of 190 shares — an estimated $13.8K sold.

Addison Advisors first reported a position in WOOD in Q4 2020 and held it in 8 quarters. The position peaked at $17K in Q1 2022. 84 funds tracked by Wall St. Rank hold WOOD as of Q1 2023.

Addison Advisors reported no remaining iShares Global Timber & Forestry ETF position as of Q1 2023 after selling out during the quarter.
Addison Advisors sold 190 iShares Global Timber & Forestry ETF shares in Q1 2023, an estimated $13.8K.
Addison Advisors first reported a position in iShares Global Timber & Forestry ETF in Q4 2020 and held it in 8 quarters.
Addison Advisors's iShares Global Timber & Forestry ETF position peaked at $17K in Q1 2022.
84 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q1 2023.

Based on Addison Advisors's 13F filing for Q1 2023, filed 9 May 2023.