Worth Asset Management’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Worth Asset Management’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
2022 Q2	–	Sell	-9	Closed	-$1K	–	592
2022 Q1	$1K	Buy	+9	New	+$810	﹤0.01%	523

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

NIC

Northwest Investment Counselors Lake Oswego, Oregon $442M AUM 29.9% 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

BSWM

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

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

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

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

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

Worth Asset Management's WOOD Position: Q2 2022 in Review

Worth Asset Management sold out of iShares Global Timber & Forestry ETF (WOOD) in Q2 2022, closing a stake of 9 shares — an estimated $1K sold.

Worth Asset Management first reported a position in WOOD in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 100 funds tracked by Wall St. Rank hold WOOD as of Q2 2022.

Worth Asset Management reported no remaining iShares Global Timber & Forestry ETF position as of Q2 2022 after selling out during the quarter.
Worth Asset Management sold 9 iShares Global Timber & Forestry ETF shares in Q2 2022, an estimated $1K.
Worth Asset Management first reported a position in iShares Global Timber & Forestry ETF in Q1 2022 and held it in 1 quarter.
Worth Asset Management's iShares Global Timber & Forestry ETF position peaked at $1K in Q1 2022.
100 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q2 2022.

Based on Worth Asset Management's 13F filing for Q2 2022, filed 8 Jul 2022.