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Clear Point Advisors’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Clear Point 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
2024
Q4 		– Sell
-11
Closed -$914 – 532
2024
Q3 		$914 Hold
11
– – ﹤0.01% 483
2024
Q2 		$831 Buy
11
+1
+10% +$81 ﹤0.01% 477
2024
Q1 		$881 Hold
10
– – ﹤0.01% 472
2023
Q4 		$848 Buy
+10
New +$753 ﹤0.01% 459

Other funds holding WOOD

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
LIA
Lynx Investment Advisory Washington, Dc, District of Columbia $209M AUM 20.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CMMS
Comprehensive Money Management Services Coral Gables, Florida $152M AUM 20.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Clear Point Advisors's WOOD Position: Q4 2024 in Review

Clear Point Advisors sold out of iShares Global Timber & Forestry ETF (WOOD) in Q4 2024, closing a stake of 11 shares — an estimated $914 sold.

Clear Point Advisors first reported a position in WOOD in Q4 2023 and held it in 4 quarters. The position peaked at $914 in Q3 2024. 83 funds tracked by Wall St. Rank hold WOOD as of Q4 2024.

  • Clear Point Advisors reported no remaining iShares Global Timber & Forestry ETF position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 11 iShares Global Timber & Forestry ETF shares in Q4 2024, an estimated $914.
  • Clear Point Advisors first reported a position in iShares Global Timber & Forestry ETF in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's iShares Global Timber & Forestry ETF position peaked at $914 in Q3 2024.
  • 83 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.