Alhambra Investment Management’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Alhambra Investment 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
2024 Q4	–	Sell	-9,661	Closed	-$832K	–	182
2024 Q3	$832K	Sell	9,661 -12,961	-57%	-$1.04M	0.43%	61
2024 Q2	$1.77M	Sell	22,622 -5,353	-19%	-$436K	0.97%	27
2024 Q1	$2.36M	Buy	27,975 +3,086	+12%	+$243K	1.29%	17
2023 Q4	$2.02M	Buy	24,889 +4,171	+20%	+$314K	1.2%	20
2023 Q3	$1.53M	Buy	+20,718	New	+$1.53M	1.01%	25

Other funds holding WOOD

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return

LIA

Lynx Investment Advisory Washington, Dc, District of Columbia $305M AUM 23.05% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

Alhambra Investment Management's WOOD Position: Q4 2024 in Review

Alhambra Investment Management sold out of iShares Global Timber & Forestry ETF (WOOD) in Q4 2024, closing a stake of 9,661 shares — an estimated $832K sold.

Alhambra Investment Management first reported a position in WOOD in Q3 2023 and held it in 5 quarters. The position peaked at $2.36M in Q1 2024. 83 funds tracked by Wall St. Rank hold WOOD as of Q4 2024.

Alhambra Investment Management reported no remaining iShares Global Timber & Forestry ETF position as of Q4 2024 after selling out during the quarter.
Alhambra Investment Management sold 9,661 iShares Global Timber & Forestry ETF shares in Q4 2024, an estimated $832K.
Alhambra Investment Management first reported a position in iShares Global Timber & Forestry ETF in Q3 2023 and held it in 5 quarters.
Alhambra Investment Management's iShares Global Timber & Forestry ETF position peaked at $2.36M in Q1 2024.
83 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q4 2024.

Based on Alhambra Investment Management's 13F filing for Q4 2024, filed 15 Jan 2025.