Csenge Advisory Group’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Csenge Advisory 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
2023 Q2	–	Sell	-5,454	Closed	-$390K	–	699
2023 Q1	$390K	Sell	5,454 -1,607	-23%	-$119K	0.03%	410
2022 Q4	$514K	Sell	7,061 -5,140	-42%	-$373K	0.04%	339
2022 Q3	$798K	Sell	12,201 -472	-4%	-$35.5K	0.07%	239
2022 Q2	$943K	Buy	12,673 +7,543	+147%	+$646K	0.08%	216
2022 Q1	$458K	Buy	+5,130	New	+$462K	0.04%	398

Other funds holding WOOD

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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

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

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Csenge Advisory Group's WOOD Position: Q2 2023 in Review

Csenge Advisory Group sold out of iShares Global Timber & Forestry ETF (WOOD) in Q2 2023, closing a stake of 5,454 shares — an estimated $390K sold.

Csenge Advisory Group first reported a position in WOOD in Q1 2022 and held it in 5 quarters. The position peaked at $943K in Q2 2022. 82 funds tracked by Wall St. Rank hold WOOD as of Q2 2023.

Csenge Advisory Group reported no remaining iShares Global Timber & Forestry ETF position as of Q2 2023 after selling out during the quarter.
Csenge Advisory Group sold 5,454 iShares Global Timber & Forestry ETF shares in Q2 2023, an estimated $390K.
Csenge Advisory Group first reported a position in iShares Global Timber & Forestry ETF in Q1 2022 and held it in 5 quarters.
Csenge Advisory Group's iShares Global Timber & Forestry ETF position peaked at $943K in Q2 2022.
82 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q2 2023.

Based on Csenge Advisory Group's 13F filing for Q2 2023, filed 20 Jul 2023.