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Barrett & Company’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Barrett & Company’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 		– Sell
-88
Closed -$6.4K – 606
2022
Q4 		$6.4K Hold
88
– – ﹤0.01% 424
2022
Q3 		$6.4K Buy
+88
New +$6.62K ﹤0.01% 424

Other funds holding WOOD

1832 Asset Management
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
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Barrett & Company's WOOD Position: Q1 2023 in Review

Barrett & Company sold out of iShares Global Timber & Forestry ETF (WOOD) in Q1 2023, closing a stake of 88 shares — an estimated $6.4K sold.

Barrett & Company first reported a position in WOOD in Q3 2022 and held it in 2 quarters. The position peaked at $6.4K in Q4 2022. 84 funds tracked by Wall St. Rank hold WOOD as of Q1 2023.

  • Barrett & Company reported no remaining iShares Global Timber & Forestry ETF position as of Q1 2023 after selling out during the quarter.
  • Barrett & Company sold 88 iShares Global Timber & Forestry ETF shares in Q1 2023, an estimated $6.4K.
  • Barrett & Company first reported a position in iShares Global Timber & Forestry ETF in Q3 2022 and held it in 2 quarters.
  • Barrett & Company's iShares Global Timber & Forestry ETF position peaked at $6.4K in Q4 2022.
  • 84 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q1 2023.

Based on Barrett & Company's 13F filing for Q1 2023, filed 11 May 2023.