O'Shaughnessy Asset Management’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

O'Shaughnessy Asset 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
2026 Q2	$12.1K	Sell	183 -58	-24%	-$3.97K	﹤0.01%	2426
2026 Q1	$17.1K	Hold	241	–	–	﹤0.01%	2363
2025 Q4	$17.4K	Buy	241 +183	+316%	+$12.9K	﹤0.01%	2360
2025 Q3	$4.26K	Sell	58 -183	-76%	-$13.6K	﹤0.01%	2428
2025 Q2	$17.7K	Buy	+241	New	+$17.6K	﹤0.01%	2132

Other funds holding WOOD

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CMMS

Comprehensive Money Management Services Coral Gables, Florida $159M AUM 18.94% 1-Year Est. Return

LIA

Lynx Investment Advisory Washington, Dc, District of Columbia $305M AUM 23.05% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

O'Shaughnessy Asset Management's WOOD Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its iShares Global Timber & Forestry ETF (WOOD) stake by 24% in Q2 2026, selling an estimated $3.97K and leaving 183 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2426.

O'Shaughnessy Asset Management first reported a position in WOOD in Q2 2025 and has held it in 5 quarters since. The position peaked at $17.7K in Q2 2025. 78 funds tracked by Wall St. Rank hold WOOD as of Q2 2026.

O'Shaughnessy Asset Management held 183 shares of iShares Global Timber & Forestry ETF worth $12.1K as of Q2 2026.
O'Shaughnessy Asset Management sold 58 iShares Global Timber & Forestry ETF shares in Q2 2026, an estimated $3.97K.
iShares Global Timber & Forestry ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2426 holding.
O'Shaughnessy Asset Management first reported a position in iShares Global Timber & Forestry ETF in Q2 2025 and has held it in 5 quarters since.
O'Shaughnessy Asset Management's iShares Global Timber & Forestry ETF position peaked at $17.7K in Q2 2025.
78 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.