Wealthcare Advisory Partners’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Wealthcare Advisory Partners’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
2023 Q2	–	Sell	-6,417	Closed	-$459K	–	767
2023 Q1	$459K	Sell	6,417 -4,871	-43%	-$362K	0.02%	476
2022 Q4	$821K	Buy	11,288 +1,663	+17%	+$121K	0.04%	311
2022 Q3	$630K	Buy	9,625 +2,220	+30%	+$167K	0.04%	308
2022 Q2	$551K	Buy	+7,405	New	+$634K	0.03%	305
2022 Q1	–	Sell	-2,251	Closed	-$207K	–	597
2021 Q4	$207K	Buy	+2,251	New	+$196K	0.01%	538
2021 Q2	–	Sell	-248	Closed	-$21K	–	1877
2021 Q1	$21K	Buy	+248	New	+$20.8K	﹤0.01%	1191
2020 Q2	–	Sell	-322	Closed	-$15K	–	1368
2020 Q1	$15K	Hold	322	–	–	﹤0.01%	811
2019 Q4	$22K	Hold	322	–	–	﹤0.01%	748
2019 Q3	$19K	Hold	322	–	–	﹤0.01%	767
2019 Q2	$19K	Hold	322	–	–	﹤0.01%	741
2019 Q1	$20K	Hold	322	–	–	﹤0.01%	664
2018 Q4	$18K	Hold	322	–	–	﹤0.01%	658
2018 Q3	$24K	Hold	322	–	–	﹤0.01%	630
2018 Q2	$25K	Hold	322	–	–	﹤0.01%	623
2018 Q1	$25K	Hold	322	–	–	0.01%	548
2017 Q4	$23K	Hold	322	–	–	0.01%	510
2017 Q3	$22K	Buy	+322	New	+$20.4K	0.01%	418

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

BSWM

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

OMC

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

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

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

Wealthcare Advisory Partners's WOOD Position: Q2 2023 in Review

Wealthcare Advisory Partners sold out of iShares Global Timber & Forestry ETF (WOOD) in Q2 2023, closing a stake of 6,417 shares — an estimated $459K sold.

Wealthcare Advisory Partners first reported a position in WOOD in Q3 2017 and held it in 17 quarters. The position peaked at $821K in Q4 2022. 82 funds tracked by Wall St. Rank hold WOOD as of Q2 2023.

Wealthcare Advisory Partners reported no remaining iShares Global Timber & Forestry ETF position as of Q2 2023 after selling out during the quarter.
Wealthcare Advisory Partners sold 6,417 iShares Global Timber & Forestry ETF shares in Q2 2023, an estimated $459K.
Wealthcare Advisory Partners first reported a position in iShares Global Timber & Forestry ETF in Q3 2017 and held it in 17 quarters.
Wealthcare Advisory Partners's iShares Global Timber & Forestry ETF position peaked at $821K in Q4 2022.
82 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q2 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2023, filed 17 Jul 2023.