Next Financial Group’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Next Financial Group’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	$1K	Hold	11	–	–	﹤0.01%	2816
2021 Q3	$1K	Buy	11 +7	+175%	+$615	﹤0.01%	2698
2021 Q2	$0	Sell	4 -3	-43%	-$272	﹤0.01%	2725
2021 Q1	$1K	Hold	7	–	–	﹤0.01%	2479
2020 Q4	$1K	Buy	7 +3	+75%	+$214	﹤0.01%	2317
2020 Q3	$0	Buy	+4	New	+$250	﹤0.01%	2225
2017 Q1	–	Sell	-105	Closed	-$6K	–	2317
2016 Q4	$6K	Hold	105	–	–	﹤0.01%	1873
2016 Q3	$5K	Buy	+105	New	+$5.11K	﹤0.01%	1945
2016 Q1	–	Sell	-175	Closed	-$8K	–	1883
2015 Q4	$8K	Hold	175	–	–	﹤0.01%	1264
2015 Q3	$7K	Hold	175	–	–	﹤0.01%	1337
2015 Q2	$9K	Sell	175 -25	-13%	-$1.36K	﹤0.01%	1318
2015 Q1	$10K	Hold	200	–	–	﹤0.01%	1253
2014 Q4	$11K	Sell	200 -105	-34%	-$5.37K	﹤0.01%	1224
2014 Q3	$15K	Buy	+305	New	+$15.7K	﹤0.01%	1577

Other funds holding WOOD

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 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

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

IFO

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CWM

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

Next Financial Group's WOOD Position: Q4 2021 in Review

Next Financial Group held its iShares Global Timber & Forestry ETF (WOOD) position steady in Q4 2021 at 11 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2816.

Next Financial Group first reported a position in WOOD in Q3 2014 and has held it in 14 quarters since. The position peaked at $15K in Q3 2014. 100 funds tracked by Wall St. Rank hold WOOD as of Q4 2021.

Next Financial Group held 11 shares of iShares Global Timber & Forestry ETF worth $1K as of Q4 2021.
Next Financial Group left its iShares Global Timber & Forestry ETF share count unchanged in Q4 2021.
iShares Global Timber & Forestry ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2816 holding.
Next Financial Group first reported a position in iShares Global Timber & Forestry ETF in Q3 2014 and has held it in 14 quarters since.
Next Financial Group's iShares Global Timber & Forestry ETF position peaked at $15K in Q3 2014.
100 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.