CAMG Solamere Management’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

CAMG Solamere Management’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
2021 Q3	$741K	Hold	8,710	–	–	0.61%	55
2021 Q2	$756K	Buy	8,710 +110	+1%	+$9.98K	0.65%	55
2021 Q1	$733K	Buy	8,600 +2,920	+51%	+$245K	0.63%	60
2020 Q4	$452K	Buy	+5,680	New	+$405K	0.38%	63

Other funds holding WOOD

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NIC

Northwest Investment Counselors Lake Oswego, Oregon $442M AUM 29.9% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAMG Solamere Management's WOOD Position: Q3 2021 in Review

CAMG Solamere Management held its iShares Global Timber & Forestry ETF (WOOD) position steady in Q3 2021 at 8,710 shares worth $741K. The position accounts for 0.61% of the portfolio, ranked #55.

CAMG Solamere Management first reported a position in WOOD in Q4 2020 and has held it in 4 quarters since. The position peaked at $756K in Q2 2021. 96 funds tracked by Wall St. Rank hold WOOD as of Q3 2021.

CAMG Solamere Management held 8,710 shares of iShares Global Timber & Forestry ETF worth $741K as of Q3 2021.
CAMG Solamere Management left its iShares Global Timber & Forestry ETF share count unchanged in Q3 2021.
iShares Global Timber & Forestry ETF made up 0.61% of CAMG Solamere Management's portfolio in Q3 2021, its #55 holding.
CAMG Solamere Management first reported a position in iShares Global Timber & Forestry ETF in Q4 2020 and has held it in 4 quarters since.
CAMG Solamere Management's iShares Global Timber & Forestry ETF position peaked at $756K in Q2 2021.
96 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q3 2021.

Based on CAMG Solamere Management's 13F filing for Q3 2021, filed 12 Nov 2021.