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AE Wealth Management’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

AE Wealth Management’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
2025
Q2 		– Sell
-250
Closed -$18.9K – 2273
2025
Q1 		$18.9K Buy
+250
New +$19.5K ﹤0.01% 1757

Other funds holding WOOD

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LIA
Lynx Investment Advisory Washington, Dc, District of Columbia $209M AUM 20.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CMMS
Comprehensive Money Management Services Coral Gables, Florida $152M AUM 20.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AE Wealth Management's WOOD Position: Q2 2025 in Review

AE Wealth Management sold out of iShares Global Timber & Forestry ETF (WOOD) in Q2 2025, closing a stake of 250 shares — an estimated $18.9K sold.

AE Wealth Management first reported a position in WOOD in Q1 2025 and held it in 1 quarter. The position peaked at $18.9K in Q1 2025. 82 funds tracked by Wall St. Rank hold WOOD as of Q2 2025.

  • AE Wealth Management reported no remaining iShares Global Timber & Forestry ETF position as of Q2 2025 after selling out during the quarter.
  • AE Wealth Management sold 250 iShares Global Timber & Forestry ETF shares in Q2 2025, an estimated $18.9K.
  • AE Wealth Management first reported a position in iShares Global Timber & Forestry ETF in Q1 2025 and held it in 1 quarter.
  • AE Wealth Management's iShares Global Timber & Forestry ETF position peaked at $18.9K in Q1 2025.
  • 82 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q2 2025.

Based on AE Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.