MFT
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Moisand Fitzgerald Tamayo’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Moisand Fitzgerald Tamayo’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
Q3 		– Sell
-119
Closed -$10K – 426
2021
Q2 		$10K Buy
+119
New +$10.8K ﹤0.01% 268

Other funds holding WOOD

MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NIC
Northwest Investment Counselors Lake Oswego, Oregon $442M AUM 29.9% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moisand Fitzgerald Tamayo's WOOD Position: Q3 2021 in Review

Moisand Fitzgerald Tamayo sold out of iShares Global Timber & Forestry ETF (WOOD) in Q3 2021, closing a stake of 119 shares — an estimated $10K sold.

Moisand Fitzgerald Tamayo first reported a position in WOOD in Q2 2021 and held it in 1 quarter. The position peaked at $10K in Q2 2021. 96 funds tracked by Wall St. Rank hold WOOD as of Q3 2021.

  • Moisand Fitzgerald Tamayo reported no remaining iShares Global Timber & Forestry ETF position as of Q3 2021 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 119 iShares Global Timber & Forestry ETF shares in Q3 2021, an estimated $10K.
  • Moisand Fitzgerald Tamayo first reported a position in iShares Global Timber & Forestry ETF in Q2 2021 and held it in 1 quarter.
  • Moisand Fitzgerald Tamayo's iShares Global Timber & Forestry ETF position peaked at $10K in Q2 2021.
  • 96 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q3 2021.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2021, filed 1 Nov 2021.