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

Blue Trust 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
2023
Q2 		– Sell
-406
Closed -$30K – 2576
2023
Q1 		$30K Buy
406
+4
+1% +$297 ﹤0.01% 1231
2022
Q4 		$26K Buy
402
+8
+2% +$581 ﹤0.01% 1203
2022
Q3 		$29K Hold
394
– – ﹤0.01% 945
2022
Q2 		$35K Buy
+394
New +$33.7K ﹤0.01% 797

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
Jane Street
Jane Street New York $777B AUM 61.18% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Blue Trust Inc's WOOD Position: Q2 2023 in Review

Blue Trust Inc sold out of iShares Global Timber & Forestry ETF (WOOD) in Q2 2023, closing a stake of 406 shares — an estimated $30K sold.

Blue Trust Inc first reported a position in WOOD in Q2 2022 and held it in 4 quarters. The position peaked at $35K in Q2 2022. 82 funds tracked by Wall St. Rank hold WOOD as of Q2 2023.

  • Blue Trust Inc reported no remaining iShares Global Timber & Forestry ETF position as of Q2 2023 after selling out during the quarter.
  • Blue Trust Inc sold 406 iShares Global Timber & Forestry ETF shares in Q2 2023, an estimated $30K.
  • Blue Trust Inc first reported a position in iShares Global Timber & Forestry ETF in Q2 2022 and held it in 4 quarters.
  • Blue Trust Inc's iShares Global Timber & Forestry ETF position peaked at $35K in Q2 2022.
  • 82 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q2 2023.

Based on Blue Trust Inc's 13F filing for Q2 2023, filed 14 Jul 2023.