JP Morgan Private Wealth Advisors’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

JP Morgan Private Wealth 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
2023 Q3	$358K	Hold	4,832	–	–	﹤0.01%	1390
2023 Q2	$346K	Sell	4,832 -1	-0%	-$72	﹤0.01%	1181
2023 Q1	$346K	Hold	4,833	–	–	﹤0.01%	1619
2022 Q4	$352K	Hold	4,833	–	–	﹤0.01%	1603
2022 Q3	$316K	Buy	+4,833	New	+$364K	﹤0.01%	1634
2018 Q4	–	Sell	-7,840	Closed	-$590K	–	1602
2018 Q3	$590K	Sell	7,840 -240	-3%	-$18.5K	﹤0.01%	1014
2018 Q2	$631K	Buy	8,080 +2,138	+36%	+$173K	﹤0.01%	926
2018 Q1	$466K	Buy	+5,942	New	+$450K	﹤0.01%	893

Other funds holding WOOD

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

BSWM

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

GCAC

Guardian Capital Advisors (Canada) Toronto, Ontario, Canada $1.02B AUM 25.29% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors's WOOD Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors held its iShares Global Timber & Forestry ETF (WOOD) position steady in Q3 2023 at 4,832 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #1390.

JP Morgan Private Wealth Advisors first reported a position in WOOD in Q1 2018 and has held it in 8 quarters since. The position peaked at $631K in Q2 2018. 82 funds tracked by Wall St. Rank hold WOOD as of Q3 2023.

JP Morgan Private Wealth Advisors held 4,832 shares of iShares Global Timber & Forestry ETF worth $358K as of Q3 2023.
JP Morgan Private Wealth Advisors left its iShares Global Timber & Forestry ETF share count unchanged in Q3 2023.
iShares Global Timber & Forestry ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1390 holding.
JP Morgan Private Wealth Advisors first reported a position in iShares Global Timber & Forestry ETF in Q1 2018 and has held it in 8 quarters since.
JP Morgan Private Wealth Advisors's iShares Global Timber & Forestry ETF position peaked at $631K in Q2 2018.
82 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.