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Squar Milner Financial Services’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Squar Milner Financial Services’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
Q1 		– Sell
-13
Closed – – 883
2019
Q4 		$0 Buy
+13
New +$829 ﹤0.01% 872

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IFO
Independent Family Office Albany, New York $243M AUM 21.81% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Squar Milner Financial Services's WOOD Position: Q1 2020 in Review

Squar Milner Financial Services sold out of iShares Global Timber & Forestry ETF (WOOD) in Q1 2020, closing a stake of 13 shares.

Squar Milner Financial Services first reported a position in WOOD in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 61 funds tracked by Wall St. Rank hold WOOD as of Q1 2020.

  • Squar Milner Financial Services reported no remaining iShares Global Timber & Forestry ETF position as of Q1 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 13 iShares Global Timber & Forestry ETF shares in Q1 2020.
  • Squar Milner Financial Services first reported a position in iShares Global Timber & Forestry ETF in Q4 2019 and held it in 1 quarter.
  • Squar Milner Financial Services's iShares Global Timber & Forestry ETF position peaked at $0 in Q4 2019.
  • 61 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q1 2020.

Based on Squar Milner Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.