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Cornerstone Wealth Group’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Cornerstone Wealth Group’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
2020
Q4 		– Sell
-20,477
Closed -$1.32M – 179
2020
Q3 		$1.32M Buy
+20,477
New +$1.28M 0.36% 75

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
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
IFO
Independent Family Office Albany, New York $243M AUM 21.81% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return

Cornerstone Wealth Group's WOOD Position: Q4 2020 in Review

Cornerstone Wealth Group sold out of iShares Global Timber & Forestry ETF (WOOD) in Q4 2020, closing a stake of 20,477 shares — an estimated $1.32M sold.

Cornerstone Wealth Group first reported a position in WOOD in Q3 2020 and held it in 1 quarter. The position peaked at $1.32M in Q3 2020. 78 funds tracked by Wall St. Rank hold WOOD as of Q4 2020.

  • Cornerstone Wealth Group reported no remaining iShares Global Timber & Forestry ETF position as of Q4 2020 after selling out during the quarter.
  • Cornerstone Wealth Group sold 20,477 iShares Global Timber & Forestry ETF shares in Q4 2020, an estimated $1.32M.
  • Cornerstone Wealth Group first reported a position in iShares Global Timber & Forestry ETF in Q3 2020 and held it in 1 quarter.
  • Cornerstone Wealth Group's iShares Global Timber & Forestry ETF position peaked at $1.32M in Q3 2020.
  • 78 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q4 2020.

Based on Cornerstone Wealth Group's 13F filing for Q4 2020, filed 28 Jan 2021.