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Fiduciary Alliance’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Fiduciary Alliance’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
Q3 		– Sell
-34
Closed -$2.44K – 951
2023
Q2 		$2.44K Buy
+34
New +$2.43K ﹤0.01% 784

Other funds holding WOOD

1832 Asset Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GCAC
Guardian Capital Advisors (Canada) Toronto, Ontario, Canada $1.02B AUM 25.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fiduciary Alliance's WOOD Position: Q3 2023 in Review

Fiduciary Alliance sold out of iShares Global Timber & Forestry ETF (WOOD) in Q3 2023, closing a stake of 34 shares — an estimated $2.44K sold.

Fiduciary Alliance first reported a position in WOOD in Q2 2023 and held it in 1 quarter. The position peaked at $2.44K in Q2 2023. 82 funds tracked by Wall St. Rank hold WOOD as of Q3 2023.

  • Fiduciary Alliance reported no remaining iShares Global Timber & Forestry ETF position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 34 iShares Global Timber & Forestry ETF shares in Q3 2023, an estimated $2.44K.
  • Fiduciary Alliance first reported a position in iShares Global Timber & Forestry ETF in Q2 2023 and held it in 1 quarter.
  • Fiduciary Alliance's iShares Global Timber & Forestry ETF position peaked at $2.44K in Q2 2023.
  • 82 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.