Cerity Partners’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Cerity Partners’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
2026 Q2	–	Sell	-3,068	Closed	-$218K	–	3582
2026 Q1	$218K	Buy	3,068 +126	+4%	+$9.46K	﹤0.01%	2832
2025 Q4	$212K	Buy	2,942 +36	+1%	+$2.54K	﹤0.01%	2605
2025 Q3	$213K	Hold	2,906	–	–	﹤0.01%	2471
2025 Q2	$213K	Buy	2,906 +24	+0.8%	+$1.75K	﹤0.01%	2315
2025 Q1	$217K	Sell	2,882 -200	-6%	-$15.6K	﹤0.01%	2176
2024 Q4	$235K	Buy	3,082 +711	+30%	+$57.3K	﹤0.01%	2164
2024 Q3	$204K	Buy	+2,371	New	+$191K	﹤0.01%	2312
2022 Q2	–	Sell	-2,489	Closed	-$222K	–	1247
2022 Q1	$222K	Hold	2,489	–	–	﹤0.01%	833
2021 Q4	$229K	Buy	+2,489	New	+$216K	﹤0.01%	887

Other funds holding WOOD

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LIA

Lynx Investment Advisory Washington, Dc, District of Columbia $305M AUM 23.05% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AWAU

Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cerity Partners's WOOD Position: Q2 2026 in Review

Cerity Partners sold out of iShares Global Timber & Forestry ETF (WOOD) in Q2 2026, closing a stake of 3,068 shares — an estimated $218K sold.

Cerity Partners first reported a position in WOOD in Q4 2021 and held it in 9 quarters. The position peaked at $235K in Q4 2024. 76 funds tracked by Wall St. Rank hold WOOD as of Q2 2026.

Cerity Partners reported no remaining iShares Global Timber & Forestry ETF position as of Q2 2026 after selling out during the quarter.
Cerity Partners sold 3,068 iShares Global Timber & Forestry ETF shares in Q2 2026, an estimated $218K.
Cerity Partners first reported a position in iShares Global Timber & Forestry ETF in Q4 2021 and held it in 9 quarters.
Cerity Partners's iShares Global Timber & Forestry ETF position peaked at $235K in Q4 2024.
76 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.