Jacobi Capital Management’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Jacobi Capital Management’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 Q4	–	Sell	-49	Closed	-$4K	–	1338
2021 Q3	$4K	Hold	49	–	–	﹤0.01%	1247
2021 Q2	$4K	Hold	49	–	–	﹤0.01%	1211
2021 Q1	$4K	Buy	+49	New	+$4.11K	﹤0.01%	1173

Other funds holding WOOD

MFM

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

NIC

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

IFO

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Jacobi Capital Management's WOOD Position: Q4 2021 in Review

Jacobi Capital Management sold out of iShares Global Timber & Forestry ETF (WOOD) in Q4 2021, closing a stake of 49 shares — an estimated $4K sold.

Jacobi Capital Management first reported a position in WOOD in Q1 2021 and held it in 3 quarters. The position peaked at $4K in Q3 2021. 100 funds tracked by Wall St. Rank hold WOOD as of Q4 2021.

Jacobi Capital Management reported no remaining iShares Global Timber & Forestry ETF position as of Q4 2021 after selling out during the quarter.
Jacobi Capital Management sold 49 iShares Global Timber & Forestry ETF shares in Q4 2021, an estimated $4K.
Jacobi Capital Management first reported a position in iShares Global Timber & Forestry ETF in Q1 2021 and held it in 3 quarters.
Jacobi Capital Management's iShares Global Timber & Forestry ETF position peaked at $4K in Q3 2021.
100 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.