AssetMark Inc’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

AssetMark Inc’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
2021 Q3	–	Sell	-7	Closed	-$1K	–	1541
2021 Q2	$1K	Buy	7 +1	+17%	+$91	﹤0.01%	1293
2021 Q1	$1K	Sell	6 -21	-78%	-$1.76K	﹤0.01%	1308
2020 Q4	$2K	Buy	27 +16	+145%	+$1.14K	﹤0.01%	1251
2020 Q3	$1K	Sell	11 -5	-31%	-$313	﹤0.01%	1286
2020 Q2	$1K	Buy	+16	New	+$836	﹤0.01%	1216
2020 Q1	–	Sell	-48	Closed	-$3K	–	1555
2019 Q4	$3K	Buy	+48	New	+$3.06K	﹤0.01%	1199
2019 Q3	–	Sell	-17	Closed	-$1K	–	1441
2019 Q2	$1K	Buy	+17	New	+$1.03K	﹤0.01%	1289
2019 Q1	–	Sell	-1	Closed	–	–	1523
2018 Q4	$0	Buy	+1	New	+$65	﹤0.01%	1549

Other funds holding WOOD

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

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

CCMG

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

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

IFO

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc's WOOD Position: Q3 2021 in Review

AssetMark Inc sold out of iShares Global Timber & Forestry ETF (WOOD) in Q3 2021, closing a stake of 7 shares — an estimated $1K sold.

AssetMark Inc first reported a position in WOOD in Q4 2018 and held it in 8 quarters. The position peaked at $3K in Q4 2019. 96 funds tracked by Wall St. Rank hold WOOD as of Q3 2021.

AssetMark Inc reported no remaining iShares Global Timber & Forestry ETF position as of Q3 2021 after selling out during the quarter.
AssetMark Inc sold 7 iShares Global Timber & Forestry ETF shares in Q3 2021, an estimated $1K.
AssetMark Inc first reported a position in iShares Global Timber & Forestry ETF in Q4 2018 and held it in 8 quarters.
AssetMark Inc's iShares Global Timber & Forestry ETF position peaked at $3K in Q4 2019.
96 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q3 2021.

Based on AssetMark Inc's 13F filing for Q3 2021, filed 12 Nov 2021.