Capital Directions Investment Advisors’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Capital Directions Investment Advisors’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
2022 Q4	$14.6K	Buy	+200	New	+$14.5K	0.01%	198
2022 Q3	–	Sell	-200	Closed	-$15.1K	–	185
2022 Q2	$15K	Hold	200	–	–	0.01%	201
2022 Q1	$18K	Buy	+200	New	+$18K	0.01%	207
2021 Q4	–	Sell	-200	Closed	-$17K	–	242
2021 Q3	$17K	Hold	200	–	–	0.01%	216
2021 Q2	$17K	Buy	+200	New	+$18.1K	0.01%	186
2021 Q1	–	Sell	-200	Closed	-$16K	–	363
2020 Q4	$16K	Hold	200	–	–	0.01%	164
2020 Q3	$13K	Hold	200	–	–	﹤0.01%	177
2020 Q2	$11K	Hold	200	–	–	﹤0.01%	188
2020 Q1	$10K	Hold	200	–	–	﹤0.01%	205
2019 Q4	$13K	Hold	200	–	–	﹤0.01%	216
2019 Q3	$12K	Buy	+200	New	+$11.4K	﹤0.01%	210

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

IFO

Independent Family Office Albany, New York $243M AUM 21.81% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Capital Directions Investment Advisors's WOOD Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in iShares Global Timber & Forestry ETF (WOOD) in Q4 2022: 200 shares worth $14.6K. The stake represents 0.01% of the portfolio and ranks #198 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in WOOD as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in WOOD in Q3 2019 and has held it in 11 quarters since. The position peaked at $18K in Q1 2022. 92 funds tracked by Wall St. Rank hold WOOD as of Q4 2022.

Capital Directions Investment Advisors held 200 shares of iShares Global Timber & Forestry ETF worth $14.6K as of Q4 2022.
iShares Global Timber & Forestry ETF was a new Capital Directions Investment Advisors position in Q4 2022.
iShares Global Timber & Forestry ETF made up 0.01% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #198 holding.
Capital Directions Investment Advisors first reported a position in iShares Global Timber & Forestry ETF in Q3 2019 and has held it in 11 quarters since.
Capital Directions Investment Advisors's iShares Global Timber & Forestry ETF position peaked at $18K in Q1 2022.
92 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.