CX Institutional’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

CX Institutional’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	$1K	Hold	14	–	–	﹤0.01%	1564
2026 Q1	$1K	Hold	14	–	–	﹤0.01%	1541
2025 Q4	$1K	Hold	14	–	–	﹤0.01%	1509
2025 Q3	$1K	Hold	14	–	–	﹤0.01%	1368
2025 Q2	$1K	Hold	14	–	–	﹤0.01%	1208
2025 Q1	$1K	Buy	+14	New	+$1.09K	﹤0.01%	1197
2023 Q1	–	Sell	-9,122	Closed	-$664K	–	602
2022 Q4	$664K	Sell	9,122 -4,094	-31%	-$297K	0.04%	334
2022 Q3	$865K	Buy	13,216 +418	+3%	+$31.5K	0.06%	278
2022 Q2	$952K	Buy	12,798 +273	+2%	+$23.4K	0.07%	244
2022 Q1	$1.12M	Buy	12,525 +3,640	+41%	+$327K	0.09%	206
2021 Q4	$817K	Buy	8,885 +2,933	+49%	+$255K	0.07%	216
2021 Q3	$506K	Sell	5,952 -820	-12%	-$72K	0.04%	261
2021 Q2	$588K	Sell	6,772 -3,537	-34%	-$321K	0.05%	234
2021 Q1	$878K	Buy	10,309 +277	+3%	+$23.2K	0.08%	204
2020 Q4	$799K	Buy	10,032 +2,009	+25%	+$143K	0.08%	209
2020 Q3	$519K	Buy	8,023 +585	+8%	+$36.6K	0.06%	201
2020 Q2	$413K	Buy	7,438 +1,513	+26%	+$79K	0.05%	211
2020 Q1	$285K	Buy	+5,925	New	+$349K	0.05%	209

Other funds holding WOOD

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

CMMS

Comprehensive Money Management Services Coral Gables, Florida $159M AUM 18.94% 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

CX Institutional's WOOD Position: Q2 2026 in Review

CX Institutional held its iShares Global Timber & Forestry ETF (WOOD) position steady in Q2 2026 at 14 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1564.

CX Institutional first reported a position in WOOD in Q1 2020 and has held it in 18 quarters since. The position peaked at $1.12M in Q1 2022. 78 funds tracked by Wall St. Rank hold WOOD as of Q2 2026.

CX Institutional held 14 shares of iShares Global Timber & Forestry ETF worth $1K as of Q2 2026.
CX Institutional left its iShares Global Timber & Forestry ETF share count unchanged in Q2 2026.
iShares Global Timber & Forestry ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1564 holding.
CX Institutional first reported a position in iShares Global Timber & Forestry ETF in Q1 2020 and has held it in 18 quarters since.
CX Institutional's iShares Global Timber & Forestry ETF position peaked at $1.12M in Q1 2022.
78 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.