Baldrige Asset Management’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Baldrige Asset 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
2023 Q1	$37K	Hold	514	–	–	0.02%	190
2022 Q4	$37K	Hold	514	–	–	0.02%	190
2022 Q3	$34K	Hold	514	–	–	0.02%	186
2022 Q2	$38K	Hold	514	–	–	0.02%	183
2022 Q1	$46K	Hold	514	–	–	0.02%	183
2021 Q4	$47K	Hold	514	–	–	0.02%	172
2021 Q3	$44K	Hold	514	–	–	0.02%	174
2021 Q2	$45K	Buy	+514	New	+$46.6K	0.02%	172

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

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

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

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

Jane Street New York $777B AUM 61.18% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Baldrige Asset Management's WOOD Position: Q1 2023 in Review

Baldrige Asset Management held its iShares Global Timber & Forestry ETF (WOOD) position steady in Q1 2023 at 514 shares worth $37K. The position accounts for 0.02% of the portfolio, ranked #190.

Baldrige Asset Management first reported a position in WOOD in Q2 2021 and has held it in 8 quarters since. The position peaked at $47K in Q4 2021. 84 funds tracked by Wall St. Rank hold WOOD as of Q1 2023.

Baldrige Asset Management held 514 shares of iShares Global Timber & Forestry ETF worth $37K as of Q1 2023.
Baldrige Asset Management left its iShares Global Timber & Forestry ETF share count unchanged in Q1 2023.
iShares Global Timber & Forestry ETF made up 0.02% of Baldrige Asset Management's portfolio in Q1 2023, its #190 holding.
Baldrige Asset Management first reported a position in iShares Global Timber & Forestry ETF in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's iShares Global Timber & Forestry ETF position peaked at $47K in Q4 2021.
84 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.