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

MD Financial 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
2021 Q4	$22.9M	Sell	248,472 -51	-0%	-$4.43K	0.55%	44
2021 Q3	$21.1M	Sell	248,523 -970	-0.4%	-$85.2K	0.54%	43
2021 Q2	$15.9M	Buy	249,493 +16,392	+7%	+$1.49M	0.46%	45
2021 Q1	$14.3M	Sell	233,101 -8,248	-3%	-$691K	0.42%	42
2020 Q4	$19.2M	Sell	241,349 -24,368	-9%	-$1.74M	0.61%	34
2020 Q3	$17.1M	Sell	265,717 -20,521	-7%	-$1.28M	0.69%	33
2020 Q2	$15.9M	Sell	286,238 -36,533	-11%	-$1.91M	0.86%	29
2020 Q1	$15.5M	Buy	322,771 +38,271	+13%	+$2.25M	0.96%	28
2019 Q4	$19.1M	Sell	284,500 -24,386	-8%	-$1.55M	0.96%	26
2019 Q3	$18M	Buy	308,886 +70,859	+30%	+$4.04M	0.95%	30
2019 Q2	$14.3M	Buy	238,027 +28,911	+14%	+$1.76M	0.69%	37
2019 Q1	$13.3M	Sell	209,116 -164,161	-44%	-$10.4M	0.61%	31
2018 Q4	$21.3M	Buy	373,277 +59,210	+19%	+$3.82M	1.06%	28
2018 Q3	$23.7M	Buy	314,067 +32,564	+12%	+$2.5M	1.08%	28
2018 Q2	$22M	Buy	281,503 +71,492	+34%	+$5.77M	1.02%	28
2018 Q1	$16.4M	Sell	210,011 -68,013	-24%	-$5.15M	0.79%	30
2017 Q4	$19.8M	Buy	+278,024	New	+$19.4M	0.97%	28

Other funds holding WOOD

NIC

Northwest Investment Counselors Lake Oswego, Oregon $442M AUM 29.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

BSWM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IFO

Independent Family Office Albany, New York $249M AUM 18.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

MD Financial Management's WOOD Position: Q4 2021 in Review

MD Financial Management reduced its iShares Global Timber & Forestry ETF (WOOD) stake by 0.02% in Q4 2021, selling an estimated $4.43K and leaving 248,472 shares worth $22.9M. The position accounts for 0.55% of the portfolio, ranked #44.

MD Financial Management first reported a position in WOOD in Q4 2017 and has held it in 17 quarters since. The position peaked at $23.7M in Q3 2018. 100 funds tracked by Wall St. Rank hold WOOD as of Q4 2021.

MD Financial Management held 248,472 shares of iShares Global Timber & Forestry ETF worth $22.9M as of Q4 2021.
MD Financial Management sold 51 iShares Global Timber & Forestry ETF shares in Q4 2021, an estimated $4.43K.
iShares Global Timber & Forestry ETF made up 0.55% of MD Financial Management's portfolio in Q4 2021, its #44 holding.
MD Financial Management first reported a position in iShares Global Timber & Forestry ETF in Q4 2017 and has held it in 17 quarters since.
MD Financial Management's iShares Global Timber & Forestry ETF position peaked at $23.7M in Q3 2018.
100 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.