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

Realta Investment 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
2023 Q4	–	Sell	-83	Closed	-$5.97K	–	802
2023 Q3	$5.97K	Hold	83	–	–	﹤0.01%	709
2023 Q2	$5.97K	Buy	+83	New	+$5.94K	﹤0.01%	762
2023 Q1	–	Sell	-82	Closed	-$5.94K	–	832
2022 Q4	$5.94K	Hold	82	–	–	﹤0.01%	762
2022 Q3	$5K	Buy	+82	New	+$6.17K	﹤0.01%	750

Other funds holding WOOD

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

NIC

Northwest Investment Counselors Lake Oswego, Oregon $442M AUM 29.9% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

AIM

Alhambra Investment Management Palmetto Bay, Florida $229M AUM 24.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Realta Investment Advisors's WOOD Position: Q4 2023 in Review

Realta Investment Advisors sold out of iShares Global Timber & Forestry ETF (WOOD) in Q4 2023, closing a stake of 83 shares — an estimated $5.97K sold.

Realta Investment Advisors first reported a position in WOOD in Q3 2022 and held it in 4 quarters. The position peaked at $5.97K in Q3 2023. 85 funds tracked by Wall St. Rank hold WOOD as of Q4 2023.

Realta Investment Advisors reported no remaining iShares Global Timber & Forestry ETF position as of Q4 2023 after selling out during the quarter.
Realta Investment Advisors sold 83 iShares Global Timber & Forestry ETF shares in Q4 2023, an estimated $5.97K.
Realta Investment Advisors first reported a position in iShares Global Timber & Forestry ETF in Q3 2022 and held it in 4 quarters.
Realta Investment Advisors's iShares Global Timber & Forestry ETF position peaked at $5.97K in Q3 2023.
85 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q4 2023.

Based on Realta Investment Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.