Tompkins Financial’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Tompkins Financial’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
2024 Q4	–	Sell	-500	Closed	-$43.1K	–	599
2024 Q3	$43.1K	Hold	500	–	–	﹤0.01%	355
2024 Q2	$39.2K	Hold	500	–	–	﹤0.01%	372
2024 Q1	$42.2K	Hold	500	–	–	﹤0.01%	369
2023 Q4	$40.6K	Hold	500	–	–	﹤0.01%	361
2023 Q3	$37K	Sell	500 -250	-33%	-$18.4K	0.01%	346
2023 Q2	$53.8K	Hold	750	–	–	0.01%	325
2023 Q1	$53.7K	Hold	750	–	–	0.01%	328
2022 Q4	$55K	Hold	750	–	–	0.01%	324
2022 Q3	$49K	Hold	750	–	–	0.01%	330
2022 Q2	$56K	Hold	750	–	–	0.01%	318
2022 Q1	$67K	Buy	+750	New	+$67.5K	0.01%	323

Other funds holding WOOD

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return

LIA

Lynx Investment Advisory Washington, Dc, District of Columbia $209M AUM 20.41% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CMMS

Comprehensive Money Management Services Coral Gables, Florida $152M AUM 20.08% 1-Year Est. Return

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

Tompkins Financial's WOOD Position: Q4 2024 in Review

Tompkins Financial sold out of iShares Global Timber & Forestry ETF (WOOD) in Q4 2024, closing a stake of 500 shares — an estimated $43.1K sold.

Tompkins Financial first reported a position in WOOD in Q1 2022 and held it in 11 quarters. The position peaked at $67K in Q1 2022. 83 funds tracked by Wall St. Rank hold WOOD as of Q4 2024.

Tompkins Financial reported no remaining iShares Global Timber & Forestry ETF position as of Q4 2024 after selling out during the quarter.
Tompkins Financial sold 500 iShares Global Timber & Forestry ETF shares in Q4 2024, an estimated $43.1K.
Tompkins Financial first reported a position in iShares Global Timber & Forestry ETF in Q1 2022 and held it in 11 quarters.
Tompkins Financial's iShares Global Timber & Forestry ETF position peaked at $67K in Q1 2022.
83 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q4 2024.

Based on Tompkins Financial's 13F filing for Q4 2024, filed 15 Jan 2025.