Carroll Financial Associates’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Carroll Financial 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
2021 Q4	$2K	Hold	30	–	–	﹤0.01%	1506
2021 Q3	$2K	Hold	30	–	–	﹤0.01%	1582
2021 Q2	$2K	Hold	30	–	–	﹤0.01%	1592
2021 Q1	$2K	Hold	30	–	–	﹤0.01%	1526
2020 Q4	$2K	Hold	30	–	–	﹤0.01%	1415
2020 Q3	$1K	Buy	+30	New	+$1.88K	﹤0.01%	1453

Other funds holding WOOD

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 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

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

IFO

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

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

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Carroll Financial Associates's WOOD Position: Q4 2021 in Review

Carroll Financial Associates held its iShares Global Timber & Forestry ETF (WOOD) position steady in Q4 2021 at 30 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1506.

Carroll Financial Associates first reported a position in WOOD in Q3 2020 and has held it in 6 quarters since. 100 funds tracked by Wall St. Rank hold WOOD as of Q4 2021.

Carroll Financial Associates held 30 shares of iShares Global Timber & Forestry ETF worth $2K as of Q4 2021.
Carroll Financial Associates left its iShares Global Timber & Forestry ETF share count unchanged in Q4 2021.
iShares Global Timber & Forestry ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1506 holding.
Carroll Financial Associates first reported a position in iShares Global Timber & Forestry ETF in Q3 2020 and has held it in 6 quarters since.
100 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.