Credit Suisse’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Credit Suisse’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	–	Sell	-6,437	Closed	-$548K	–	4685
2021 Q3	$548K	Sell	6,437 -158	-2%	-$13.9K	﹤0.01%	3747
2021 Q2	$573K	Buy	6,595 +1,258	+24%	+$114K	﹤0.01%	3758
2021 Q1	$455K	Buy	+5,337	New	+$447K	﹤0.01%	3832
2019 Q3	–	Sell	-8,608	Closed	-$516K	–	4277
2019 Q2	$516K	Sell	8,608 -153	-2%	-$9.31K	﹤0.01%	3382
2019 Q1	$556K	Buy	+8,761	New	+$557K	﹤0.01%	3263
2018 Q4	–	Sell	-6,274	Closed	-$472K	–	4029
2018 Q3	$472K	Sell	6,274 -5,113	-45%	-$393K	﹤0.01%	3336
2018 Q2	$890K	Sell	11,387 -2,994	-21%	-$242K	﹤0.01%	3099
2018 Q1	$1.13M	Sell	14,381 -226	-2%	-$17.1K	﹤0.01%	2878
2017 Q4	$1.04M	Buy	+14,607	New	+$1.02M	﹤0.01%	2965
2015 Q3	–	Sell	-4,000	Closed	-$210K	–	4500
2015 Q2	$210K	Hold	4,000	–	–	﹤0.01%	4204
2015 Q1	$218K	Hold	4,000	–	–	﹤0.01%	4036
2014 Q4	$212K	Buy	+4,000	New	+$205K	﹤0.01%	4251
2014 Q3	–	Sell	-5,000	Closed	-$264K	–	4668
2014 Q2	$264K	Sell	5,000 -887	-15%	-$45.8K	﹤0.01%	4187
2014 Q1	$305K	Buy	5,887 +387	+7%	+$20.2K	﹤0.01%	4087
2013 Q4	$291K	Sell	5,500 -2,065	-27%	-$105K	﹤0.01%	4094
2013 Q3	$374K	Buy	7,565 +2,065	+38%	+$99.6K	﹤0.01%	3661
2013 Q2	$249K	Buy	+5,500	New	+$264K	﹤0.01%	3746

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

Credit Suisse's WOOD Position: Q4 2021 in Review

Credit Suisse sold out of iShares Global Timber & Forestry ETF (WOOD) in Q4 2021, closing a stake of 6,437 shares — an estimated $548K sold.

Credit Suisse first reported a position in WOOD in Q2 2013 and held it in 17 quarters. The position peaked at $1.13M in Q1 2018. 100 funds tracked by Wall St. Rank hold WOOD as of Q4 2021.

Credit Suisse reported no remaining iShares Global Timber & Forestry ETF position as of Q4 2021 after selling out during the quarter.
Credit Suisse sold 6,437 iShares Global Timber & Forestry ETF shares in Q4 2021, an estimated $548K.
Credit Suisse first reported a position in iShares Global Timber & Forestry ETF in Q2 2013 and held it in 17 quarters.
Credit Suisse's iShares Global Timber & Forestry ETF position peaked at $1.13M in Q1 2018.
100 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q4 2021.

Based on Credit Suisse's 13F filing for Q4 2021, filed 14 Feb 2022.