First National Bank of South Miami’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

First National Bank of South Miami’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
2021 Q3	–	Sell	-300	Closed	-$26K	–	342
2021 Q2	$26K	Buy	+300	New	+$27.2K	0.02%	239

Other funds holding WOOD

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NIC

Northwest Investment Counselors Lake Oswego, Oregon $442M AUM 29.9% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

IFO

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First National Bank of South Miami's WOOD Position: Q3 2021 in Review

First National Bank of South Miami sold out of iShares Global Timber & Forestry ETF (WOOD) in Q3 2021, closing a stake of 300 shares — an estimated $26K sold.

First National Bank of South Miami first reported a position in WOOD in Q2 2021 and held it in 1 quarter. The position peaked at $26K in Q2 2021. 96 funds tracked by Wall St. Rank hold WOOD as of Q3 2021.

First National Bank of South Miami reported no remaining iShares Global Timber & Forestry ETF position as of Q3 2021 after selling out during the quarter.
First National Bank of South Miami sold 300 iShares Global Timber & Forestry ETF shares in Q3 2021, an estimated $26K.
First National Bank of South Miami first reported a position in iShares Global Timber & Forestry ETF in Q2 2021 and held it in 1 quarter.
First National Bank of South Miami's iShares Global Timber & Forestry ETF position peaked at $26K in Q2 2021.
96 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q3 2021.

Based on First National Bank of South Miami's 13F filing for Q3 2021, filed 7 Oct 2021.