Allworth Financial’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Allworth Financial’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 Q4	–	Sell	-16	Closed	-$1.19K	–	3635
2023 Q3	$1.19K	Hold	16	–	–	﹤0.01%	2781
2023 Q2	$1.15K	Hold	16	–	–	﹤0.01%	2688
2023 Q1	$1.15K	Hold	16	–	–	﹤0.01%	2623
2022 Q4	$1.16K	Hold	16	–	–	﹤0.01%	2422
2022 Q3	$1K	Hold	16	–	–	﹤0.01%	2545
2022 Q2	$1K	Buy	+16	New	+$1.37K	﹤0.01%	2292

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

Jane Street New York $777B AUM 61.18% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

AIM

Alhambra Investment Management Palmetto Bay, Florida $229M AUM 24.08% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Allworth Financial's WOOD Position: Q4 2023 in Review

Allworth Financial sold out of iShares Global Timber & Forestry ETF (WOOD) in Q4 2023, closing a stake of 16 shares — an estimated $1.19K sold.

Allworth Financial first reported a position in WOOD in Q2 2022 and held it in 6 quarters. The position peaked at $1.19K in Q3 2023. 85 funds tracked by Wall St. Rank hold WOOD as of Q4 2023.

Allworth Financial reported no remaining iShares Global Timber & Forestry ETF position as of Q4 2023 after selling out during the quarter.
Allworth Financial sold 16 iShares Global Timber & Forestry ETF shares in Q4 2023, an estimated $1.19K.
Allworth Financial first reported a position in iShares Global Timber & Forestry ETF in Q2 2022 and held it in 6 quarters.
Allworth Financial's iShares Global Timber & Forestry ETF position peaked at $1.19K in Q3 2023.
85 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q4 2023.

Based on Allworth Financial's 13F filing for Q4 2023, filed 24 Jan 2024.