EverSource Wealth Advisors’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

EverSource Wealth Advisors’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	–	Sell	-111	Closed	-$7.86K	–	4556
2026 Q1	$7.86K	Hold	111	–	–	﹤0.01%	3050
2025 Q4	$7.97K	Buy	111 +2	+2%	+$141	﹤0.01%	2917
2025 Q3	$8.01K	Hold	109	–	–	﹤0.01%	2941
2025 Q2	$8.01K	Buy	+109	New	+$7.96K	﹤0.01%	2953

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

EverSource Wealth Advisors's WOOD Position: Q2 2026 in Review

EverSource Wealth Advisors sold out of iShares Global Timber & Forestry ETF (WOOD) in Q2 2026, closing a stake of 111 shares — an estimated $7.86K sold.

EverSource Wealth Advisors first reported a position in WOOD in Q2 2025 and held it in 4 quarters. The position peaked at $8.01K in Q3 2025. 78 funds tracked by Wall St. Rank hold WOOD as of Q2 2026.

EverSource Wealth Advisors reported no remaining iShares Global Timber & Forestry ETF position as of Q2 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 111 iShares Global Timber & Forestry ETF shares in Q2 2026, an estimated $7.86K.
EverSource Wealth Advisors first reported a position in iShares Global Timber & Forestry ETF in Q2 2025 and held it in 4 quarters.
EverSource Wealth Advisors's iShares Global Timber & Forestry ETF position peaked at $8.01K in Q3 2025.
78 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.