Money Design’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Money Design’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	-266	Closed	-$23K	–	72
2021 Q2	$23K	Hold	266	–	–	﹤0.01%	62
2021 Q1	$23K	Buy	+266	New	+$22.3K	﹤0.01%	63
2020 Q2	–	Sell	-10,773	Closed	-$518K	–	69
2020 Q1	$518K	Buy	10,773 +1,600	+17%	+$94.2K	0.09%	47
2019 Q4	$614K	Sell	9,173 -712	-7%	-$45.4K	0.11%	45
2019 Q3	$580K	Buy	9,885 +1,678	+20%	+$95.8K	0.12%	41
2019 Q2	$492K	Buy	8,207 +1,673	+26%	+$102K	0.12%	42
2019 Q1	$415K	Buy	6,534 +699	+12%	+$44.4K	0.11%	45
2018 Q4	$333K	Sell	5,835 -1,348	-19%	-$87K	0.11%	33
2018 Q3	$541K	Buy	7,183 +1,016	+16%	+$78.1K	0.17%	31
2018 Q2	$482K	Sell	6,167 -198	-3%	-$16K	0.18%	29
2018 Q1	$499K	Buy	6,365 +512	+9%	+$38.8K	0.21%	27
2017 Q4	$416K	Buy	5,853 +1,111	+23%	+$77.3K	0.24%	25
2017 Q3	$317K	Buy	+4,742	New	+$300K	0.27%	28

Other funds holding WOOD

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Money Design's WOOD Position: Q3 2021 in Review

Money Design sold out of iShares Global Timber & Forestry ETF (WOOD) in Q3 2021, closing a stake of 266 shares — an estimated $23K sold.

Money Design first reported a position in WOOD in Q3 2017 and held it in 13 quarters. The position peaked at $614K in Q4 2019. 96 funds tracked by Wall St. Rank hold WOOD as of Q3 2021.

Money Design reported no remaining iShares Global Timber & Forestry ETF position as of Q3 2021 after selling out during the quarter.
Money Design sold 266 iShares Global Timber & Forestry ETF shares in Q3 2021, an estimated $23K.
Money Design first reported a position in iShares Global Timber & Forestry ETF in Q3 2017 and held it in 13 quarters.
Money Design's iShares Global Timber & Forestry ETF position peaked at $614K in Q4 2019.
96 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q3 2021.

Based on Money Design's 13F filing for Q3 2021, filed 14 Oct 2021.