Saxon Interests’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Saxon Interests’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
2022 Q3	–	Sell	-20,489	Closed	-$1.52M	–	160
2022 Q2	$1.52M	Buy	20,489 +1,915	+10%	+$164K	0.92%	27
2022 Q1	$1.66M	Buy	18,574 +9,529	+105%	+$857K	0.88%	33
2021 Q4	$835K	Buy	+9,045	New	+$786K	0.47%	51

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

BSWM

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

IFO

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

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

Saxon Interests's WOOD Position: Q3 2022 in Review

Saxon Interests sold out of iShares Global Timber & Forestry ETF (WOOD) in Q3 2022, closing a stake of 20,489 shares — an estimated $1.52M sold.

Saxon Interests first reported a position in WOOD in Q4 2021 and held it in 3 quarters. The position peaked at $1.66M in Q1 2022. 90 funds tracked by Wall St. Rank hold WOOD as of Q3 2022.

Saxon Interests reported no remaining iShares Global Timber & Forestry ETF position as of Q3 2022 after selling out during the quarter.
Saxon Interests sold 20,489 iShares Global Timber & Forestry ETF shares in Q3 2022, an estimated $1.52M.
Saxon Interests first reported a position in iShares Global Timber & Forestry ETF in Q4 2021 and held it in 3 quarters.
Saxon Interests's iShares Global Timber & Forestry ETF position peaked at $1.66M in Q1 2022.
90 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q3 2022.

Based on Saxon Interests's 13F filing for Q3 2022, filed 19 Oct 2022.