U.S. Global Investors (USGI)’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

U.S. Global Investors (USGI)’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 Q2	–	Sell	-354	Closed	-$29.9K	–	162
2024 Q1	$29.9K	Buy	+354	New	+$27.9K	﹤0.01%	141

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

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

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

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

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

LIA

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

FGA

Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

AIM

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

U.S. Global Investors (USGI)'s WOOD Position: Q2 2024 in Review

U.S. Global Investors (USGI) sold out of iShares Global Timber & Forestry ETF (WOOD) in Q2 2024, closing a stake of 354 shares — an estimated $29.9K sold.

U.S. Global Investors (USGI) first reported a position in WOOD in Q1 2024 and held it in 1 quarter. The position peaked at $29.9K in Q1 2024. 83 funds tracked by Wall St. Rank hold WOOD as of Q2 2024.

U.S. Global Investors (USGI) reported no remaining iShares Global Timber & Forestry ETF position as of Q2 2024 after selling out during the quarter.
U.S. Global Investors (USGI) sold 354 iShares Global Timber & Forestry ETF shares in Q2 2024, an estimated $29.9K.
U.S. Global Investors (USGI) first reported a position in iShares Global Timber & Forestry ETF in Q1 2024 and held it in 1 quarter.
U.S. Global Investors (USGI)'s iShares Global Timber & Forestry ETF position peaked at $29.9K in Q1 2024.
83 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q2 2024.

Based on U.S. Global Investors (USGI)'s 13F filing for Q2 2024, filed 23 Jul 2024.