Benjamin F. Edwards & Company’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Benjamin F. Edwards & 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
2024 Q2	$5K	Sell	70 -5	-7%	-$407	﹤0.01%	1903
2024 Q1	$6K	Hold	75	–	–	﹤0.01%	1838
2023 Q4	$6K	Hold	75	–	–	﹤0.01%	1822
2023 Q3	$6K	Hold	75	–	–	﹤0.01%	1533
2023 Q2	$5K	Buy	75 +5	+7%	+$358	﹤0.01%	1568
2023 Q1	$5K	Hold	70	–	–	﹤0.01%	1561
2022 Q4	$5K	Hold	70	–	–	﹤0.01%	1593
2022 Q3	$5K	Buy	+70	New	+$5.27K	﹤0.01%	1572
2021 Q2	–	Sell	-198	Closed	-$17K	–	1788
2021 Q1	$17K	Hold	198	–	–	﹤0.01%	1250
2020 Q4	$16K	Buy	+198	New	+$14.1K	﹤0.01%	1196
2017 Q1	–	Sell	-110	Closed	-$6K	–	1402
2016 Q4	$6K	Buy	+110	New	+$5.66K	﹤0.01%	1045

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LIA

Lynx Investment Advisory Washington, Dc, District of Columbia $305M AUM 23.05% 1-Year Est. Return

FGA

Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

AIM

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

Benjamin F. Edwards & Company's WOOD Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its iShares Global Timber & Forestry ETF (WOOD) stake by 6.7% in Q2 2024, selling an estimated $407 and leaving 70 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1903.

Benjamin F. Edwards & Company first reported a position in WOOD in Q4 2016 and has held it in 11 quarters since. The position peaked at $17K in Q1 2021. 83 funds tracked by Wall St. Rank hold WOOD as of Q2 2024.

Benjamin F. Edwards & Company held 70 shares of iShares Global Timber & Forestry ETF worth $5K as of Q2 2024.
Benjamin F. Edwards & Company sold 5 iShares Global Timber & Forestry ETF shares in Q2 2024, an estimated $407.
iShares Global Timber & Forestry ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1903 holding.
Benjamin F. Edwards & Company first reported a position in iShares Global Timber & Forestry ETF in Q4 2016 and has held it in 11 quarters since.
Benjamin F. Edwards & Company's iShares Global Timber & Forestry ETF position peaked at $17K in Q1 2021.
83 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.