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Willow Creek Wealth Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

Willow Creek Wealth Management’s Portfolio ICF Stock Details ICF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,634
Closed -$200K – 121
2021
Q4 		$200K Buy
+2,634
New +$186K 0.04% 121

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Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
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M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Willow Creek Wealth Management's ICF Position: Q1 2022 in Review

Willow Creek Wealth Management sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2022, closing a stake of 2,634 shares — an estimated $200K sold.

Willow Creek Wealth Management first reported a position in ICF in Q4 2021 and held it in 1 quarter. The position peaked at $200K in Q4 2021. 399 funds tracked by Wall St. Rank hold ICF as of Q1 2022.

  • Willow Creek Wealth Management reported no remaining iShares Select U.S. REIT ETF position as of Q1 2022 after selling out during the quarter.
  • Willow Creek Wealth Management sold 2,634 iShares Select U.S. REIT ETF shares in Q1 2022, an estimated $200K.
  • Willow Creek Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q4 2021 and held it in 1 quarter.
  • Willow Creek Wealth Management's iShares Select U.S. REIT ETF position peaked at $200K in Q4 2021.
  • 399 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2022.

Based on Willow Creek Wealth Management's 13F filing for Q1 2022, filed 2 May 2022.