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M Financial Asset Management’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

M Financial Asset 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
2024
Q4 		$362K Sell
4,755
-1,987
-29% -$160K 1.75% 8
2024
Q3 		$580K Sell
6,742
-445
-6% -$35.9K 2.25% 8
2024
Q2 		$563K Sell
7,187
-2,343
-25% -$191K 2.17% 8
2024
Q1 		$804K Sell
9,530
-692
-7% -$54.5K 2.24% 8
2023
Q4 		$831K Sell
10,222
-2,831
-22% -$213K 2.62% 8
2023
Q3 		$966K Sell
13,053
-111
-0.8% -$8.19K 3.26% 7
2023
Q2 		$944K Buy
13,164
+64
+0.5% +$4.58K 3.04% 7
2023
Q1 		$938K Hold
13,100
– – 3.32% 8
2022
Q4 		$953K Buy
13,100
+364
+3% +$26.4K 3.48% 8
2022
Q3 		$833K Sell
12,736
-3
-0% -$226 3.57% 7
2022
Q2 		$948K Sell
12,739
-110
-0.9% -$9.42K 3.98% 7
2022
Q1 		$1.15M Buy
12,849
+517
+4% +$46.5K 4.75% 6
2021
Q4 		$1.13M Buy
12,332
+352
+3% +$30.6K 4.81% 5
2021
Q3 		$1.02M Buy
11,980
+3,615
+43% +$317K 4.93% 6
2021
Q2 		$726K Buy
8,365
+170
+2% +$15.4K 4.37% 6
2021
Q1 		$699K Sell
8,195
-1,285
-14% -$108K 5.58% 5
2020
Q4 		$755K Sell
9,480
-146
-2% -$10.4K 6.18% 4
2020
Q3 		$622K Sell
9,626
-1,002
-9% -$62.6K 6.33% 3
2020
Q2 		$589K Buy
10,628
+2,214
+26% +$116K 5.41% 5
2020
Q1 		$405K Sell
8,414
-2,839
-25% -$167K 4.57% 5
2019
Q4 		$754K Buy
11,253
+388
+4% +$24.7K 5.85% 4
2019
Q3 		$637K Buy
10,865
+960
+10% +$54.8K 5.29% 5
2019
Q2 		$594K Buy
9,905
+573
+6% +$34.9K 4.94% 5
2019
Q1 		$593K Buy
9,332
+3,954
+74% +$251K 4.52% 5
2018
Q4 		$307K Sell
5,378
-353
-6% -$22.8K 4.57% 4
2018
Q3 		$431K Sell
5,731
-244
-4% -$18.8K 5.56% 4
2018
Q2 		$467K Sell
5,975
-1,568
-21% -$127K 6.29% 4
2018
Q1 		$591K Sell
7,543
-225
-3% -$17K 7.05% 4
2017
Q4 		$553K Buy
+7,768
New +$541K 4.34% 4

Other funds holding WOOD

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
LIA
Lynx Investment Advisory Washington, Dc, District of Columbia $305M AUM 23.05% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CMMS
Comprehensive Money Management Services Coral Gables, Florida $152M AUM 20.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

M Financial Asset Management's WOOD Position: Q4 2024 in Review

M Financial Asset Management reduced its iShares Global Timber & Forestry ETF (WOOD) stake by 29% in Q4 2024, selling an estimated $160K and leaving 4,755 shares worth $362K. The position accounts for 1.75% of the portfolio, ranked #8.

M Financial Asset Management first reported a position in WOOD in Q4 2017 and has held it in 29 quarters since. The position peaked at $1.15M in Q1 2022. 83 funds tracked by Wall St. Rank hold WOOD as of Q4 2024.

  • M Financial Asset Management held 4,755 shares of iShares Global Timber & Forestry ETF worth $362K as of Q4 2024.
  • M Financial Asset Management sold 1,987 iShares Global Timber & Forestry ETF shares in Q4 2024, an estimated $160K.
  • iShares Global Timber & Forestry ETF made up 1.75% of M Financial Asset Management's portfolio in Q4 2024, its #8 holding.
  • M Financial Asset Management first reported a position in iShares Global Timber & Forestry ETF in Q4 2017 and has held it in 29 quarters since.
  • M Financial Asset Management's iShares Global Timber & Forestry ETF position peaked at $1.15M in Q1 2022.
  • 83 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q4 2024.

Based on M Financial Asset Management's 13F filing for Q4 2024, filed 3 Feb 2025.