HC Financial Advisors’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

HC Financial 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
2022 Q2	$17K	Buy	222 +4	+2%	+$342	0.01%	198
2022 Q1	$19K	Hold	218	–	–	0.01%	196
2021 Q4	$20K	Buy	218 +1	+0.5%	+$87	0.01%	202
2021 Q3	$18K	Hold	217	–	–	0.01%	203
2021 Q2	$19K	Buy	217 +2	+0.9%	+$181	0.01%	195
2021 Q1	$18K	Hold	215	–	–	0.01%	199
2020 Q4	$17K	Buy	215 +1	+0.5%	+$71	0.01%	214
2020 Q3	$14K	Hold	214	–	–	0.01%	219
2020 Q2	$12K	Buy	214 +2	+0.9%	+$104	0.01%	223
2020 Q1	$10K	Buy	+212	New	+$12.5K	0.01%	240

Other funds holding WOOD

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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

Jane Street New York $777B AUM 61.18% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

MHS

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HC Financial Advisors's WOOD Position: Q2 2022 in Review

HC Financial Advisors increased its iShares Global Timber & Forestry ETF (WOOD) stake by 1.8% in Q2 2022, buying an estimated $342 and bringing the position to 222 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #198.

HC Financial Advisors first reported a position in WOOD in Q1 2020 and has held it in 10 quarters since. The position peaked at $20K in Q4 2021. 100 funds tracked by Wall St. Rank hold WOOD as of Q2 2022.

HC Financial Advisors held 222 shares of iShares Global Timber & Forestry ETF worth $17K as of Q2 2022.
HC Financial Advisors bought 4 iShares Global Timber & Forestry ETF shares in Q2 2022, an estimated $342.
iShares Global Timber & Forestry ETF made up 0.01% of HC Financial Advisors's portfolio in Q2 2022, its #198 holding.
HC Financial Advisors first reported a position in iShares Global Timber & Forestry ETF in Q1 2020 and has held it in 10 quarters since.
HC Financial Advisors's iShares Global Timber & Forestry ETF position peaked at $20K in Q4 2021.
100 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.