Biltmore Family Office’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Biltmore Family Office’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 Q3	–	Sell	-800	Closed	-$57.4K	–	246
2023 Q2	$57.4K	Hold	800	–	–	0.01%	193
2023 Q1	$57.3K	Hold	800	–	–	0.01%	233
2022 Q4	$58.2K	Hold	800	–	–	0.01%	223
2022 Q3	$52K	Hold	800	–	–	0.01%	179
2022 Q2	$60K	Hold	800	–	–	0.02%	178
2022 Q1	$71K	Hold	800	–	–	0.02%	183
2021 Q4	$74K	Hold	800	–	–	0.01%	202
2021 Q3	$68K	Hold	800	–	–	0.02%	179
2021 Q2	$69K	Hold	800	–	–	0.02%	164
2021 Q1	$68K	Hold	800	–	–	0.02%	157
2020 Q4	$64K	Hold	800	–	–	0.02%	158
2020 Q3	$52K	Hold	800	–	–	0.03%	141
2020 Q2	$44K	Hold	800	–	–	0.03%	153
2020 Q1	$38K	Hold	800	–	–	0.03%	147
2019 Q4	$54K	Hold	800	–	–	0.02%	176
2019 Q3	$47K	Hold	800	–	–	0.02%	156
2019 Q2	$48K	Buy	+800	New	+$48.7K	0.03%	144

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

GCAC

Guardian Capital Advisors (Canada) Toronto, Ontario, Canada $1.02B AUM 25.29% 1-Year Est. Return

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

Biltmore Family Office's WOOD Position: Q3 2023 in Review

Biltmore Family Office sold out of iShares Global Timber & Forestry ETF (WOOD) in Q3 2023, closing a stake of 800 shares — an estimated $57.4K sold.

Biltmore Family Office first reported a position in WOOD in Q2 2019 and held it in 17 quarters. The position peaked at $74K in Q4 2021. 82 funds tracked by Wall St. Rank hold WOOD as of Q3 2023.

Biltmore Family Office reported no remaining iShares Global Timber & Forestry ETF position as of Q3 2023 after selling out during the quarter.
Biltmore Family Office sold 800 iShares Global Timber & Forestry ETF shares in Q3 2023, an estimated $57.4K.
Biltmore Family Office first reported a position in iShares Global Timber & Forestry ETF in Q2 2019 and held it in 17 quarters.
Biltmore Family Office's iShares Global Timber & Forestry ETF position peaked at $74K in Q4 2021.
82 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q3 2023.

Based on Biltmore Family Office's 13F filing for Q3 2023, filed 14 Nov 2023.