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

Mercer Global 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 Q2	–	Sell	-3,000	Closed	-$215K	–	2054
2023 Q1	$215K	Hold	3,000	–	–	﹤0.01%	1694
2022 Q4	$218K	Buy	+3,000	New	+$218K	﹤0.01%	1664
2020 Q1	–	Sell	-5,127	Closed	-$344K	–	1263
2019 Q4	$344K	Hold	5,127	–	–	0.01%	868
2019 Q3	$300K	Buy	+5,127	New	+$293K	0.01%	886

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

Jane Street New York $777B AUM 61.18% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Mercer Global Advisors's WOOD Position: Q2 2023 in Review

Mercer Global Advisors sold out of iShares Global Timber & Forestry ETF (WOOD) in Q2 2023, closing a stake of 3,000 shares — an estimated $215K sold.

Mercer Global Advisors first reported a position in WOOD in Q3 2019 and held it in 4 quarters. The position peaked at $344K in Q4 2019. 82 funds tracked by Wall St. Rank hold WOOD as of Q2 2023.

Mercer Global Advisors reported no remaining iShares Global Timber & Forestry ETF position as of Q2 2023 after selling out during the quarter.
Mercer Global Advisors sold 3,000 iShares Global Timber & Forestry ETF shares in Q2 2023, an estimated $215K.
Mercer Global Advisors first reported a position in iShares Global Timber & Forestry ETF in Q3 2019 and held it in 4 quarters.
Mercer Global Advisors's iShares Global Timber & Forestry ETF position peaked at $344K in Q4 2019.
82 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q2 2023.

Based on Mercer Global Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.