Evoke Wealth’s iShares California Muni Bond ETF CMF Stock Holding History

Evoke Wealth’s Portfolio CMF Stock Details CMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-452	Closed	-$25K	–	512
2022 Q3	$25K	Hold	452	–	–	﹤0.01%	609
2022 Q2	$26K	Hold	452	–	–	﹤0.01%	614
2022 Q1	$26K	Hold	452	–	–	﹤0.01%	611
2021 Q4	$28K	Hold	452	–	–	﹤0.01%	619
2021 Q3	$28K	Hold	452	–	–	﹤0.01%	580
2021 Q2	$28K	Hold	452	–	–	﹤0.01%	591
2021 Q1	$28K	Hold	452	–	–	﹤0.01%	530
2020 Q4	$28K	Hold	452	–	–	﹤0.01%	446
2020 Q3	$28K	Hold	452	–	–	﹤0.01%	433
2020 Q2	$28K	Hold	452	–	–	﹤0.01%	420
2020 Q1	$27.4K	Buy	+452	New	+$27.7K	﹤0.01%	396
2019 Q4	–	Sell	-452	Closed	-$27.7K	–	1286
2019 Q3	$27.7K	Buy	+452	New	+$27.7K	﹤0.01%	578

Other funds holding CMF

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Slow Capital Greenbrae, California $770M AUM 33.36% 1-Year Est. Return

Evoke Wealth's CMF Position: Q4 2022 in Review

Evoke Wealth sold out of iShares California Muni Bond ETF (CMF) in Q4 2022, closing a stake of 452 shares — an estimated $25K sold.

Evoke Wealth first reported a position in CMF in Q3 2019 and held it in 12 quarters. The position peaked at $28K in Q4 2021. 209 funds tracked by Wall St. Rank hold CMF as of Q4 2022.

Evoke Wealth reported no remaining iShares California Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 452 iShares California Muni Bond ETF shares in Q4 2022, an estimated $25K.
Evoke Wealth first reported a position in iShares California Muni Bond ETF in Q3 2019 and held it in 12 quarters.
Evoke Wealth's iShares California Muni Bond ETF position peaked at $28K in Q4 2021.
209 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.