FPW
WOOD icon

Flagship Private Wealth’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Flagship Private Wealth’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
-90
Closed -$8.03K – 304
2021
Q2 		$8.03K Buy
90
+1
+1% +$91 0.01% 245
2021
Q1 		$7.95K Sell
89
-1
-1% -$84 0.01% 228
2020
Q4 		$7.15K Buy
+90
New +$6.41K 0.01% 245

Other funds holding WOOD

MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Bank of America
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Flagship Private Wealth's WOOD Position: Q3 2021 in Review

Flagship Private Wealth sold out of iShares Global Timber & Forestry ETF (WOOD) in Q3 2021, closing a stake of 90 shares — an estimated $8.03K sold.

Flagship Private Wealth first reported a position in WOOD in Q4 2020 and held it in 3 quarters. The position peaked at $8.03K in Q2 2021. 96 funds tracked by Wall St. Rank hold WOOD as of Q3 2021.

  • Flagship Private Wealth reported no remaining iShares Global Timber & Forestry ETF position as of Q3 2021 after selling out during the quarter.
  • Flagship Private Wealth sold 90 iShares Global Timber & Forestry ETF shares in Q3 2021, an estimated $8.03K.
  • Flagship Private Wealth first reported a position in iShares Global Timber & Forestry ETF in Q4 2020 and held it in 3 quarters.
  • Flagship Private Wealth's iShares Global Timber & Forestry ETF position peaked at $8.03K in Q2 2021.
  • 96 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q3 2021.

Based on Flagship Private Wealth's 13F filing for Q3 2021, filed 20 Oct 2021.