Essex Financial Services’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Essex Financial Services’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
2022 Q3	–	Sell	-2,825	Closed	-$210K	–	490
2022 Q2	$210K	Sell	2,825 -4,204	-60%	-$360K	0.02%	454
2022 Q1	$628K	Sell	7,029 -7,046	-50%	-$634K	0.06%	257
2021 Q4	$1.29M	Sell	14,075 -2,280	-14%	-$198K	0.13%	166
2021 Q3	$1.39M	Sell	16,355 -5,803	-26%	-$510K	0.16%	146
2021 Q2	$1.92M	Buy	+22,158	New	+$2.01M	0.28%	84

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

OMC

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IFO

Independent Family Office Albany, New York $243M AUM 21.81% 1-Year Est. Return

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

Essex Financial Services's WOOD Position: Q3 2022 in Review

Essex Financial Services sold out of iShares Global Timber & Forestry ETF (WOOD) in Q3 2022, closing a stake of 2,825 shares — an estimated $210K sold.

Essex Financial Services first reported a position in WOOD in Q2 2021 and held it in 5 quarters. The position peaked at $1.92M in Q2 2021. 90 funds tracked by Wall St. Rank hold WOOD as of Q3 2022.

Essex Financial Services reported no remaining iShares Global Timber & Forestry ETF position as of Q3 2022 after selling out during the quarter.
Essex Financial Services sold 2,825 iShares Global Timber & Forestry ETF shares in Q3 2022, an estimated $210K.
Essex Financial Services first reported a position in iShares Global Timber & Forestry ETF in Q2 2021 and held it in 5 quarters.
Essex Financial Services's iShares Global Timber & Forestry ETF position peaked at $1.92M in Q2 2021.
90 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q3 2022.

Based on Essex Financial Services's 13F filing for Q3 2022, filed 7 Nov 2022.