MTC
WOOD icon

Matrix Trust Company’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Matrix Trust Company’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
2025
Q2 		– Sell
-3,022
Closed -$228K – 283
2025
Q1 		$228K Buy
+3,022
New +$236K 0.04% 113
2024
Q3 		– Sell
-1,285
Closed -$101K – 275
2024
Q2 		$101K Buy
+1,285
New +$105K 0.02% 61
2024
Q1 		– Sell
-4,489
Closed -$365K – 92
2023
Q4 		$365K Sell
4,489
-263
-6% -$19.8K 0.09% 54
2023
Q3 		$352K Sell
4,752
-1,317
-22% -$97.1K 0.09% 54
2023
Q2 		$435K Buy
6,069
+2,801
+86% +$200K 0.11% 50
2023
Q1 		$234K Buy
+3,268
New +$243K 0.06% 50
2022
Q3 		– Sell
-2,420
Closed -$180K – 53
2022
Q2 		$180K Sell
2,420
-1,926
-44% -$165K 0.05% 53
2022
Q1 		$388K Buy
4,346
+462
+12% +$41.6K 0.1% 24
2021
Q4 		$357K Buy
3,884
+635
+20% +$55.2K 0.09% 20
2021
Q3 		$276K Buy
3,249
+1,711
+111% +$150K 0.07% 19
2021
Q2 		$133K Sell
1,538
-44,996
-97% -$4.08M 0.03% 19
2021
Q1 		$3.97M Buy
46,534
+44,392
+2,072% +$3.72M 1.08% 14
2020
Q4 		$171K Buy
2,142
+8
+0.4% +$570 0.05% 20
2020
Q3 		$138K Buy
+2,134
New +$133K 0.04% 24

Other funds holding WOOD

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LIA
Lynx Investment Advisory Washington, Dc, District of Columbia $209M AUM 20.41% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Matrix Trust Company's WOOD Position: Q2 2025 in Review

Matrix Trust Company sold out of iShares Global Timber & Forestry ETF (WOOD) in Q2 2025, closing a stake of 3,022 shares — an estimated $228K sold.

Matrix Trust Company first reported a position in WOOD in Q3 2020 and held it in 14 quarters. The position peaked at $3.97M in Q1 2021. 82 funds tracked by Wall St. Rank hold WOOD as of Q2 2025.

  • Matrix Trust Company reported no remaining iShares Global Timber & Forestry ETF position as of Q2 2025 after selling out during the quarter.
  • Matrix Trust Company sold 3,022 iShares Global Timber & Forestry ETF shares in Q2 2025, an estimated $228K.
  • Matrix Trust Company first reported a position in iShares Global Timber & Forestry ETF in Q3 2020 and held it in 14 quarters.
  • Matrix Trust Company's iShares Global Timber & Forestry ETF position peaked at $3.97M in Q1 2021.
  • 82 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q2 2025.

Based on Matrix Trust Company's 13F filing for Q2 2025, filed 14 Jul 2025.