Financial Engines Advisors
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Financial Engines Advisors’s Global X ClimateTech ETF CTEC Stock Holding History

Financial Engines Advisors’s Portfolio CTEC Stock Details CTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-3,637
Closed -$303K – 303
2022
Q1 		$303K Sell
3,637
-67
-2% -$5.2K ﹤0.01% 255
2021
Q4 		$327K Buy
+3,704
New +$367K ﹤0.01% 202

Other funds holding CTEC

MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

Financial Engines Advisors's CTEC Position: Q2 2022 in Review

Financial Engines Advisors sold out of Global X ClimateTech ETF (CTEC) in Q2 2022, closing a stake of 3,637 shares — an estimated $303K sold.

Financial Engines Advisors first reported a position in CTEC in Q4 2021 and held it in 2 quarters. The position peaked at $327K in Q4 2021. 28 funds tracked by Wall St. Rank hold CTEC as of Q2 2022.

  • Financial Engines Advisors reported no remaining Global X ClimateTech ETF position as of Q2 2022 after selling out during the quarter.
  • Financial Engines Advisors sold 3,637 Global X ClimateTech ETF shares in Q2 2022, an estimated $303K.
  • Financial Engines Advisors first reported a position in Global X ClimateTech ETF in Q4 2021 and held it in 2 quarters.
  • Financial Engines Advisors's Global X ClimateTech ETF position peaked at $327K in Q4 2021.
  • 28 funds tracked by Wall St. Rank held Global X ClimateTech ETF as of Q2 2022.

Based on Financial Engines Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.