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

VitalStone 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 Q3	$86	Hold	1	–	–	﹤0.01%	477
2024 Q2	$78	Hold	1	–	–	﹤0.01%	476
2024 Q1	$0	Hold	1	–	–	﹤0.01%	623
2023 Q4	$0	Hold	1	–	–	﹤0.01%	605
2023 Q3	$0	Hold	1	–	–	﹤0.01%	667
2023 Q2	$0	Buy	+1	New	+$72	﹤0.01%	1066
2023 Q1	–	Sell	-1	Closed	–	–	532
2022 Q4	$0	Buy	+1	New	+$73	﹤0.01%	600

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

LIA

Lynx Investment Advisory Washington, Dc, District of Columbia $305M AUM 23.05% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

VitalStone Financial's WOOD Position: Q3 2024 in Review

VitalStone Financial held its iShares Global Timber & Forestry ETF (WOOD) position steady in Q3 2024 at 1 share worth $86. The position accounts for ﹤0.01% of the portfolio, ranked #477.

VitalStone Financial first reported a position in WOOD in Q4 2022 and has held it in 7 quarters since. 85 funds tracked by Wall St. Rank hold WOOD as of Q3 2024.

VitalStone Financial held 1 share of iShares Global Timber & Forestry ETF worth $86 as of Q3 2024.
VitalStone Financial left its iShares Global Timber & Forestry ETF share count unchanged in Q3 2024.
iShares Global Timber & Forestry ETF made up ﹤0.01% of VitalStone Financial's portfolio in Q3 2024, its #477 holding.
VitalStone Financial first reported a position in iShares Global Timber & Forestry ETF in Q4 2022 and has held it in 7 quarters since.
85 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.