3FI
CALI

3 Factor Indexing’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

3 Factor Indexing’s Portfolio CALI Stock Details CALI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$343K Sell
6,789
-99
-1% -$4.99K 0.29% 38
2026
Q1 		$347K Buy
+6,888
New +$348K 0.33% 37

Other funds holding CALI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FAT
First American Trust Santa Ana, California $1.66B AUM 25.23% 1-Year Est. Return
DWM
DeLarme Wealth Management Palos Verdes Estates, California $172M AUM
NL
NDWM LLC La Jolla, California $170M AUM 17.06% 1-Year Est. Return
SM
Sweeney & Michel Chico, California $381M AUM 25.37% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

3 Factor Indexing's CALI Position: Q2 2026 in Review

3 Factor Indexing reduced its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 1.4% in Q2 2026, selling an estimated $4.99K and leaving 6,789 shares worth $343K. The position accounts for 0.29% of the portfolio, ranked #38.

3 Factor Indexing first reported a position in CALI in Q1 2026 and has held it in 2 quarters since. The position peaked at $347K in Q1 2026. 104 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

  • 3 Factor Indexing held 6,789 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $343K as of Q2 2026.
  • 3 Factor Indexing sold 99 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q2 2026, an estimated $4.99K.
  • BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.29% of 3 Factor Indexing's portfolio in Q2 2026, its #38 holding.
  • 3 Factor Indexing first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 3 Factor Indexing's BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position peaked at $347K in Q1 2026.
  • 104 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF as of Q2 2026.

Based on 3 Factor Indexing's 13F filing for Q2 2026, filed 8 Jul 2026.