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

Aevitas 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
2020 Q4	–	Sell	-8,860	Closed	-$561K	–	120
2020 Q3	$561K	Hold	8,860	–	–	0.46%	59
2020 Q2	$491K	Sell	8,860 -274	-3%	-$14.3K	0.45%	64
2020 Q1	$440K	Sell	9,134 -71	-0.8%	-$4.18K	0.49%	59
2019 Q4	$617K	Sell	9,205 -1,017	-10%	-$64.8K	0.58%	49
2019 Q3	$599K	Hold	10,222	–	–	0.6%	51
2019 Q2	$613K	Buy	10,222 +1,194	+13%	+$72.7K	0.62%	51
2019 Q1	$573K	Buy	9,028 +779	+9%	+$49.5K	0.51%	56
2018 Q4	$471K	Sell	8,249 -719	-8%	-$46.4K	0.48%	59
2018 Q3	$675K	Buy	8,968 +274	+3%	+$21.1K	0.61%	45
2018 Q2	$679K	Buy	8,694 +359	+4%	+$29K	0.66%	46
2018 Q1	$653K	Buy	8,335 +1,093	+15%	+$82.8K	0.65%	47
2017 Q4	$515K	Buy	+7,242	New	+$504K	0.49%	59

Other funds holding WOOD

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 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

IFO

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

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return

Aevitas Wealth Management's WOOD Position: Q4 2020 in Review

Aevitas Wealth Management sold out of iShares Global Timber & Forestry ETF (WOOD) in Q4 2020, closing a stake of 8,860 shares — an estimated $561K sold.

Aevitas Wealth Management first reported a position in WOOD in Q4 2017 and held it in 12 quarters. The position peaked at $679K in Q2 2018. 78 funds tracked by Wall St. Rank hold WOOD as of Q4 2020.

Aevitas Wealth Management reported no remaining iShares Global Timber & Forestry ETF position as of Q4 2020 after selling out during the quarter.
Aevitas Wealth Management sold 8,860 iShares Global Timber & Forestry ETF shares in Q4 2020, an estimated $561K.
Aevitas Wealth Management first reported a position in iShares Global Timber & Forestry ETF in Q4 2017 and held it in 12 quarters.
Aevitas Wealth Management's iShares Global Timber & Forestry ETF position peaked at $679K in Q2 2018.
78 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q4 2020.

Based on Aevitas Wealth Management's 13F filing for Q4 2020, filed 19 Jan 2021.