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Briaud Financial Planning’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Briaud Financial Planning’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
2025
Q3 		– Sell
-249
Closed -$18K – 345
2025
Q2 		$18K Buy
+249
New +$18.2K 0.01% 193

Other funds holding WOOD

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LIA
Lynx Investment Advisory Washington, Dc, District of Columbia $209M AUM 20.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CMMS
Comprehensive Money Management Services Coral Gables, Florida $152M AUM 20.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Briaud Financial Planning's WOOD Position: Q3 2025 in Review

Briaud Financial Planning sold out of iShares Global Timber & Forestry ETF (WOOD) in Q3 2025, closing a stake of 249 shares — an estimated $18K sold.

Briaud Financial Planning first reported a position in WOOD in Q2 2025 and held it in 1 quarter. The position peaked at $18K in Q2 2025. 81 funds tracked by Wall St. Rank hold WOOD as of Q3 2025.

  • Briaud Financial Planning reported no remaining iShares Global Timber & Forestry ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 249 iShares Global Timber & Forestry ETF shares in Q3 2025, an estimated $18K.
  • Briaud Financial Planning first reported a position in iShares Global Timber & Forestry ETF in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's iShares Global Timber & Forestry ETF position peaked at $18K in Q2 2025.
  • 81 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.