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Essential Planning’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Essential Planning’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
2025
Q1 		– Sell
-29,900
Closed -$2.41M – 303
2024
Q4 		$2.41M Buy
+29,900
New +$2.41M 0.02% 178

Other funds holding WOOD

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Essential Planning's WOOD Position: Q1 2025 in Review

Essential Planning sold out of iShares Global Timber & Forestry ETF (WOOD) in Q1 2025, closing a stake of 29,900 shares — an estimated $2.41M sold.

Essential Planning first reported a position in WOOD in Q4 2024 and held it in 1 quarter. The position peaked at $2.41M in Q4 2024. 82 funds tracked by Wall St. Rank hold WOOD as of Q1 2025.

  • Essential Planning reported no remaining iShares Global Timber & Forestry ETF position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 29,900 iShares Global Timber & Forestry ETF shares in Q1 2025, an estimated $2.41M.
  • Essential Planning first reported a position in iShares Global Timber & Forestry ETF in Q4 2024 and held it in 1 quarter.
  • Essential Planning's iShares Global Timber & Forestry ETF position peaked at $2.41M in Q4 2024.
  • 82 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.