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Plante Moran Financial Advisors’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Plante Moran Financial 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
2021
Q1 		– Sell
-2
Closed – – 1142
2020
Q4 		$0 Buy
+2
New +$142 ﹤0.01% 1002
2018
Q2 		– Sell
-400
Closed -$31K – 987
2018
Q1 		$31K Buy
+400
New +$30.3K 0.02% 433

Other funds holding WOOD

NIC
Northwest Investment Counselors Lake Oswego, Oregon $442M AUM 29.9% 1-Year Est. Return
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 $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
IFO
Independent Family Office Albany, New York $249M AUM 18.38% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return

Plante Moran Financial Advisors's WOOD Position: Q1 2021 in Review

Plante Moran Financial Advisors sold out of iShares Global Timber & Forestry ETF (WOOD) in Q1 2021, closing a stake of 2 shares.

Plante Moran Financial Advisors first reported a position in WOOD in Q1 2018 and held it in 2 quarters. The position peaked at $31K in Q1 2018. 93 funds tracked by Wall St. Rank hold WOOD as of Q1 2021.

  • Plante Moran Financial Advisors reported no remaining iShares Global Timber & Forestry ETF position as of Q1 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 2 iShares Global Timber & Forestry ETF shares in Q1 2021.
  • Plante Moran Financial Advisors first reported a position in iShares Global Timber & Forestry ETF in Q1 2018 and held it in 2 quarters.
  • Plante Moran Financial Advisors's iShares Global Timber & Forestry ETF position peaked at $31K in Q1 2018.
  • 93 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q1 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2021, filed 13 May 2021.