Lowe Wealth Advisors’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Lowe 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	–	Sell	-50	Closed	-$3.58K	–	363
2023 Q2	$3.58K	Hold	50	–	–	﹤0.01%	281
2023 Q1	$3.58K	Hold	50	–	–	﹤0.01%	271
2022 Q4	$3.64K	Hold	50	–	–	﹤0.01%	272
2022 Q3	$3K	Hold	50	–	–	﹤0.01%	287
2022 Q2	$4K	Hold	50	–	–	﹤0.01%	251
2022 Q1	$4K	Hold	50	–	–	﹤0.01%	265
2021 Q4	$5K	Hold	50	–	–	﹤0.01%	233
2021 Q3	$4K	Hold	50	–	–	﹤0.01%	237
2021 Q2	$4K	Hold	50	–	–	﹤0.01%	229
2021 Q1	$4K	Hold	50	–	–	﹤0.01%	225
2020 Q4	$4K	Hold	50	–	–	﹤0.01%	219
2020 Q3	$3K	Hold	50	–	–	﹤0.01%	227
2020 Q2	$3K	Hold	50	–	–	﹤0.01%	219
2020 Q1	$2K	Hold	50	–	–	﹤0.01%	250
2019 Q4	$3K	Hold	50	–	–	﹤0.01%	232
2019 Q3	$3K	Hold	50	–	–	﹤0.01%	224
2019 Q2	$3K	Hold	50	–	–	﹤0.01%	240
2019 Q1	$3K	Hold	50	–	–	﹤0.01%	210
2018 Q4	$3K	Hold	50	–	–	﹤0.01%	203
2018 Q3	$4K	Hold	50	–	–	﹤0.01%	217
2018 Q2	$4K	Hold	50	–	–	﹤0.01%	179
2018 Q1	$4K	Hold	50	–	–	﹤0.01%	187
2017 Q4	$4K	Hold	50	–	–	﹤0.01%	198
2017 Q3	$3K	Hold	50	–	–	﹤0.01%	203
2017 Q2	$3K	Hold	50	–	–	﹤0.01%	180
2017 Q1	$3K	Hold	50	–	–	﹤0.01%	179
2016 Q4	$3K	Hold	50	–	–	﹤0.01%	187
2016 Q3	$3K	Hold	50	–	–	﹤0.01%	194
2016 Q2	$2K	Hold	50	–	–	﹤0.01%	210
2016 Q1	$2K	Hold	50	–	–	﹤0.01%	191
2015 Q4	$2K	Hold	50	–	–	﹤0.01%	202
2015 Q3	$2K	Hold	50	–	–	﹤0.01%	200
2015 Q2	$3K	Hold	50	–	–	﹤0.01%	186
2015 Q1	$3K	Hold	50	–	–	﹤0.01%	185
2014 Q4	$3K	Buy	+50	New	+$2.56K	﹤0.01%	170

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

Lowe Wealth Advisors's WOOD Position: Q3 2023 in Review

Lowe Wealth Advisors sold out of iShares Global Timber & Forestry ETF (WOOD) in Q3 2023, closing a stake of 50 shares — an estimated $3.58K sold.

Lowe Wealth Advisors first reported a position in WOOD in Q4 2014 and held it in 35 quarters. The position peaked at $5K in Q4 2021. 82 funds tracked by Wall St. Rank hold WOOD as of Q3 2023.

Lowe Wealth Advisors reported no remaining iShares Global Timber & Forestry ETF position as of Q3 2023 after selling out during the quarter.
Lowe Wealth Advisors sold 50 iShares Global Timber & Forestry ETF shares in Q3 2023, an estimated $3.58K.
Lowe Wealth Advisors first reported a position in iShares Global Timber & Forestry ETF in Q4 2014 and held it in 35 quarters.
Lowe Wealth Advisors's iShares Global Timber & Forestry ETF position peaked at $5K in Q4 2021.
82 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q3 2023.

Based on Lowe Wealth Advisors's 13F filing for Q3 2023, filed 23 Oct 2023.