Willow Creek Wealth Management’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Willow Creek Wealth Management’s Portfolio IEO Stock Details IEO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-6,690	Closed	-$383K	–	116
2021 Q2	$383K	Hold	6,690	–	–	0.09%	70
2021 Q1	$326K	Sell	6,690 -3,345	-33%	-$151K	0.12%	62
2020 Q4	$360K	Buy	10,035 +191	+2%	+$5.98K	0.14%	54
2020 Q3	$260K	Hold	9,844	–	–	0.11%	65
2020 Q2	$332K	Buy	+9,844	New	+$316K	0.15%	42

Other funds holding IEO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Willow Creek Wealth Management's IEO Position: Q3 2021 in Review

Willow Creek Wealth Management sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q3 2021, closing a stake of 6,690 shares — an estimated $383K sold.

Willow Creek Wealth Management first reported a position in IEO in Q2 2020 and held it in 5 quarters. The position peaked at $383K in Q2 2021. 92 funds tracked by Wall St. Rank hold IEO as of Q3 2021.

Willow Creek Wealth Management reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q3 2021 after selling out during the quarter.
Willow Creek Wealth Management sold 6,690 iShares US Oil & Gas Exploration & Production ETF shares in Q3 2021, an estimated $383K.
Willow Creek Wealth Management first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2020 and held it in 5 quarters.
Willow Creek Wealth Management's iShares US Oil & Gas Exploration & Production ETF position peaked at $383K in Q2 2021.
92 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2021.

Based on Willow Creek Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.