Carmichael Hill & Associates’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Carmichael Hill & Associates’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	–	Sell	-19	Closed	-$1K	–	853
2022 Q3	$1K	Hold	19	–	–	﹤0.01%	801
2022 Q2	$1K	Hold	19	–	–	﹤0.01%	801
2022 Q1	$2K	Hold	19	–	–	﹤0.01%	757
2021 Q4	$2K	Hold	19	–	–	﹤0.01%	768
2021 Q3	$2K	Hold	19	–	–	﹤0.01%	759
2021 Q2	$2K	Buy	19 +4	+27%	+$363	﹤0.01%	744
2021 Q1	$1K	Hold	15	–	–	﹤0.01%	749
2020 Q4	$1K	Hold	15	–	–	﹤0.01%	726
2020 Q3	$1K	Hold	15	–	–	﹤0.01%	701
2020 Q2	$1K	Hold	15	–	–	﹤0.01%	680
2020 Q1	$1K	Hold	15	–	–	﹤0.01%	669
2019 Q4	$1K	Buy	+15	New	+$956	﹤0.01%	677

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

Carmichael Hill & Associates's WOOD Position: Q4 2022 in Review

Carmichael Hill & Associates sold out of iShares Global Timber & Forestry ETF (WOOD) in Q4 2022, closing a stake of 19 shares — an estimated $1K sold.

Carmichael Hill & Associates first reported a position in WOOD in Q4 2019 and held it in 12 quarters. The position peaked at $2K in Q1 2022. 92 funds tracked by Wall St. Rank hold WOOD as of Q4 2022.

Carmichael Hill & Associates reported no remaining iShares Global Timber & Forestry ETF position as of Q4 2022 after selling out during the quarter.
Carmichael Hill & Associates sold 19 iShares Global Timber & Forestry ETF shares in Q4 2022, an estimated $1K.
Carmichael Hill & Associates first reported a position in iShares Global Timber & Forestry ETF in Q4 2019 and held it in 12 quarters.
Carmichael Hill & Associates's iShares Global Timber & Forestry ETF position peaked at $2K in Q1 2022.
92 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q4 2022.

Based on Carmichael Hill & Associates's 13F filing for Q4 2022, filed 14 Feb 2023.