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

Angeles 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
2022
Q2 		– Sell
-56
Closed -$5K – 221
2022
Q1 		$5K Buy
+56
New +$5.04K ﹤0.01% 190

Other funds holding WOOD

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NIC
Northwest Investment Counselors Lake Oswego, Oregon $442M AUM 29.9% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Angeles Wealth Management's WOOD Position: Q2 2022 in Review

Angeles Wealth Management sold out of iShares Global Timber & Forestry ETF (WOOD) in Q2 2022, closing a stake of 56 shares — an estimated $5K sold.

Angeles Wealth Management first reported a position in WOOD in Q1 2022 and held it in 1 quarter. The position peaked at $5K in Q1 2022. 100 funds tracked by Wall St. Rank hold WOOD as of Q2 2022.

  • Angeles Wealth Management reported no remaining iShares Global Timber & Forestry ETF position as of Q2 2022 after selling out during the quarter.
  • Angeles Wealth Management sold 56 iShares Global Timber & Forestry ETF shares in Q2 2022, an estimated $5K.
  • Angeles Wealth Management first reported a position in iShares Global Timber & Forestry ETF in Q1 2022 and held it in 1 quarter.
  • Angeles Wealth Management's iShares Global Timber & Forestry ETF position peaked at $5K in Q1 2022.
  • 100 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q2 2022.

Based on Angeles Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.