Focus Financial Network’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Focus Financial Network’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 Q1	–	Sell	-6,469	Closed	-$515K	–	556
2020 Q4	$515K	Buy	+6,469	New	+$461K	0.05%	265

Other funds holding WOOD

NIC

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

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

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

BSWM

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

CCMG

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

IFO

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

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Focus Financial Network's WOOD Position: Q1 2021 in Review

Focus Financial Network sold out of iShares Global Timber & Forestry ETF (WOOD) in Q1 2021, closing a stake of 6,469 shares — an estimated $515K sold.

Focus Financial Network first reported a position in WOOD in Q4 2020 and held it in 1 quarter. The position peaked at $515K in Q4 2020. 93 funds tracked by Wall St. Rank hold WOOD as of Q1 2021.

Focus Financial Network reported no remaining iShares Global Timber & Forestry ETF position as of Q1 2021 after selling out during the quarter.
Focus Financial Network sold 6,469 iShares Global Timber & Forestry ETF shares in Q1 2021, an estimated $515K.
Focus Financial Network first reported a position in iShares Global Timber & Forestry ETF in Q4 2020 and held it in 1 quarter.
Focus Financial Network's iShares Global Timber & Forestry ETF position peaked at $515K in Q4 2020.
93 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q1 2021.

Based on Focus Financial Network's 13F filing for Q1 2021, filed 24 Jul 2024.