WOOD

iShares Global Timber & Forestry ETF
B

18
*Unless otherwise stated, data provided by FactSet.

WOOD Fund Description

WOOD tracks the 25 largest publicly listed companies that own or manage forests and timberlands.

WOOD Factset Analytics Insight

WOOD tracks the S&P Global Timber & Forestry Index, a cap-weighted index of the 25 largest forestry firms around the world. Definitions of the space differ, and RIC rules require lessened concentration in an ETF wrapper. These factors combine to make radically different industry exposures when comparing WOOD to out narrow benchmark. In short, WOOD, diversifies into firms we put outside of the paper & forest products industry. This may also contribute to the fund's broader geographic scope: WOOD provides more exposure to Europe and Latin America than our benchmark. Rival ETF CUT also aligns poorly with our benchmark. WOOD wins Analyst Pick here, but it hardy dominates—it’s cheaper to hold than CUT but has traded at wider spreads in times of market volatility. Still, investors here should likely let the portfolio differences between the 2 ETFs—specific names and weights in the top 10 holdings—drive their selection.

WOOD MSCI ESG Analytics Insight

iShares Global Timber & Forestry ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.67 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. iShares Global Timber & Forestry ETF ranks in the 59th percentile within its peer group and in the 63th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

WOOD MSCI FaCS and Factor Box

MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.

WOOD Charts And Performance

Price Chart ($)
Total Return Chart (%)
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Select ETFs to compare their performance:
PERFORMANCE [as of 09/12/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
WOOD 11.02% 4.26% 6.22% -20.67% 8.59% 4.85% 7.46%
WOOD (NAV) 9.91% 3.06% 5.84% -21.04% 8.51% 4.98% 7.46%
S&P Global Timber and Forestry 9.88% 3.04% 5.44% -21.51% 8.38% 4.77% 7.46%
Thomson Reuters Global Forest & Wood Products -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

WOOD Summary Data

Blackrock
iShares
06/24/08
Open-Ended Fund
0.46%
$217.15M
$1.09M
0.38%

WOOD Portfolio Data

$6.86B
24.39
1.35
3.26%
12/16/19
27

WOOD Index Data

S&P Global Timber and Forestry
Market Cap
Market Cap
Thomson Reuters Global Forest & Wood Products

WOOD Portfolio Management

0.46%
0.15%
0.44%
-0.19%

WOOD Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

WOOD Fund Structure

Open-Ended Fund
No
Yes
80% / 20%
N/A
N/A
Low
Daily
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -
Daily Spread
Premium/Discount
Volume

WOOD Factset Analytics Block Liquidity

As of 09/13/19
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of WOOD. WOOD is rated a 4 out of 5.

WOOD Tradability

19,441
$1.09M
13,184
$738.16K
0.38%
$0.22
-0.08%
1.08% / -1.50%
None
65.00%
60,000
0.22
0.01%
1.36%
104
$59.42
4

WOOD Sector/Industry Breakdown


WOOD
Segment Benchmark
42.55%
--
26.65%
--
17.32%
--
10.30%
100.00%
3.18%
--

WOOD Top 10 Holdings[View All]

8.65%
5.70%
4.55%
4.06%
4.04%
61.36%

WOOD Countries


WOOD
Segment Benchmark
38.88%
46.62%
11.82%
--
11.47%
--
10.30%
42.36%
9.25%
--
7.16%
--
4.57%
--
4.01%
--
2.54%
--
--
0.75%

WOOD Regions


WOOD
Segment Benchmark
49.18%
88.98%
29.31%
4.57%
11.82%
5.66%
7.16%
0.78%
2.54%
--

WOOD Economic Development


WOOD
Segment Benchmark
90.30%
92.70%
9.70%
7.30%

WOOD Performance Statistics

0.60
0.61
0.55
0.56
0.87%
Thomson Reuters Global Forest & Wood Products

WOOD MSCI ESG Ratings

BBB
5.67 / 10
62.69
58.50
--
1.77%
398.95

WOOD Benchmark Comparison Holdings

27
22
4
10.30%

WOOD Benchmark Comparison Summary


WOOD
Segment Benchmark
27
22
$6.86B
$1.95B
24.39
19.48
1.35
1.62
3.78%
2.48%
High
High

WOOD Benchmark Comparison Market Cap Size


WOOD
Segment Benchmark
17.22%
0.00%
48.10%
18.75%
30.29%
64.85%
4.40%
16.40%