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

McElhenny Sheffield 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
2023 Q1	–	Sell	-36	Closed	-$2.62K	–	618
2022 Q4	$2.62K	Buy	+36	New	+$2.61K	﹤0.01%	474

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

IFO

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

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

McElhenny Sheffield Capital Management's WOOD Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of iShares Global Timber & Forestry ETF (WOOD) in Q1 2023, closing a stake of 36 shares — an estimated $2.62K sold.

McElhenny Sheffield Capital Management first reported a position in WOOD in Q4 2022 and held it in 1 quarter. The position peaked at $2.62K in Q4 2022. 84 funds tracked by Wall St. Rank hold WOOD as of Q1 2023.

McElhenny Sheffield Capital Management reported no remaining iShares Global Timber & Forestry ETF position as of Q1 2023 after selling out during the quarter.
McElhenny Sheffield Capital Management sold 36 iShares Global Timber & Forestry ETF shares in Q1 2023, an estimated $2.62K.
McElhenny Sheffield Capital Management first reported a position in iShares Global Timber & Forestry ETF in Q4 2022 and held it in 1 quarter.
McElhenny Sheffield Capital Management's iShares Global Timber & Forestry ETF position peaked at $2.62K in Q4 2022.
84 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.