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Willow Creek Wealth Management’s Eaton ETN Stock Holding History

Willow Creek Wealth Management’s Portfolio ETN Stock Details ETN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$280K Hold
748
– – 0.02% 153
2025
Q2 		$267K Buy
+748
New +$230K 0.02% 146
2025
Q1 		– Sell
-711
Closed -$236K – 159
2024
Q4 		$236K Hold
711
– – 0.02% 142
2024
Q3 		$236K Hold
711
– – 0.02% 143
2024
Q2 		$223K Sell
711
-8
-1% -$2.58K 0.03% 144
2024
Q1 		$225K Buy
+719
New +$197K 0.03% 141

Other funds holding ETN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Willow Creek Wealth Management's ETN Position: Q3 2025 in Review

Willow Creek Wealth Management held its Eaton (ETN) position steady in Q3 2025 at 748 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #153.

Willow Creek Wealth Management first reported a position in ETN in Q1 2024 and has held it in 6 quarters since. 2,388 funds tracked by Wall St. Rank hold ETN as of Q3 2025.

  • Willow Creek Wealth Management held 748 shares of Eaton worth $280K as of Q3 2025.
  • Willow Creek Wealth Management left its Eaton share count unchanged in Q3 2025.
  • Eaton made up 0.02% of Willow Creek Wealth Management's portfolio in Q3 2025, its #153 holding.
  • Willow Creek Wealth Management first reported a position in Eaton in Q1 2024 and has held it in 6 quarters since.
  • 2,388 funds tracked by Wall St. Rank held Eaton as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.