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Willow Creek Wealth Management’s iShares Global 100 ETF IOO Stock Holding History

Willow Creek Wealth Management’s Portfolio IOO Stock Details IOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$266K Hold
2,219
– – 0.02% 157
2025
Q2 		$239K Hold
2,219
– – 0.02% 152
2025
Q1 		$214K Hold
2,219
– – 0.02% 148
2024
Q4 		$224K Hold
2,219
– – 0.02% 146
2024
Q3 		$220K Hold
2,219
– – 0.02% 149
2024
Q2 		$214K Buy
+2,219
New +$203K 0.02% 145

Other funds holding IOO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Willow Creek Wealth Management held its iShares Global 100 ETF (IOO) position steady in Q3 2025 at 2,219 shares worth $266K. The position accounts for 0.02% of the portfolio, ranked #157.

Willow Creek Wealth Management first reported a position in IOO in Q2 2024 and has held it in 6 quarters since. 318 funds tracked by Wall St. Rank hold IOO as of Q3 2025.

  • Willow Creek Wealth Management held 2,219 shares of iShares Global 100 ETF worth $266K as of Q3 2025.
  • Willow Creek Wealth Management left its iShares Global 100 ETF share count unchanged in Q3 2025.
  • iShares Global 100 ETF made up 0.02% of Willow Creek Wealth Management's portfolio in Q3 2025, its #157 holding.
  • Willow Creek Wealth Management first reported a position in iShares Global 100 ETF in Q2 2024 and has held it in 6 quarters since.
  • 318 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2025.

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