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

Parallel 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
2020 Q4	–	Sell	-1,385	Closed	-$90K	–	2743
2020 Q3	$90K	Hold	1,385	–	–	0.01%	824
2020 Q2	$76K	Sell	1,385 -38	-3%	-$1.99K	0.01%	880
2020 Q1	$68K	Hold	1,423	–	–	0.01%	825
2019 Q4	$95K	Hold	1,423	–	–	0.01%	788
2019 Q3	$83K	Hold	1,423	–	–	0.01%	787
2019 Q2	$85K	Sell	1,423 -1	-0.1%	-$61	0.01%	716
2019 Q1	$90K	Buy	1,424 +1	+0.1%	+$64	0.01%	642
2018 Q4	$81K	Sell	1,423 -1	-0.1%	-$65	0.01%	608
2018 Q3	$107K	Buy	1,424 +1	+0.1%	+$77	0.01%	589
2018 Q2	$111K	Sell	1,423 -1	-0.1%	-$81	0.02%	521
2018 Q1	$112K	Hold	1,424	–	–	0.02%	470
2017 Q4	$101K	Hold	1,424	–	–	0.02%	485
2017 Q3	$99K	Hold	1,424	–	–	0.02%	483
2017 Q2	$89K	Hold	1,424	–	–	0.02%	508
2017 Q1	$84K	Buy	+1,424	New	+$79.8K	0.02%	501

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

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

IFO

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

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return

Parallel Advisors's WOOD Position: Q4 2020 in Review

Parallel Advisors sold out of iShares Global Timber & Forestry ETF (WOOD) in Q4 2020, closing a stake of 1,385 shares — an estimated $90K sold.

Parallel Advisors first reported a position in WOOD in Q1 2017 and held it in 15 quarters. The position peaked at $112K in Q1 2018. 78 funds tracked by Wall St. Rank hold WOOD as of Q4 2020.

Parallel Advisors reported no remaining iShares Global Timber & Forestry ETF position as of Q4 2020 after selling out during the quarter.
Parallel Advisors sold 1,385 iShares Global Timber & Forestry ETF shares in Q4 2020, an estimated $90K.
Parallel Advisors first reported a position in iShares Global Timber & Forestry ETF in Q1 2017 and held it in 15 quarters.
Parallel Advisors's iShares Global Timber & Forestry ETF position peaked at $112K in Q1 2018.
78 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q4 2020.

Based on Parallel Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.