Cerity Partners
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Cerity Partners’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

Cerity Partners’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 		$1.32M Buy
26,194
+10,892
+71% +$549K ﹤0.01% 1818
2026
Q1 		$772K Buy
+15,302
New +$774K ﹤0.01% 2010
2025
Q4 		– Sell
-6,081
Closed -$308K – 3049
2025
Q3 		$308K Buy
+6,081
New +$307K ﹤0.01% 2266

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

Cerity Partners's CALI Position: Q2 2026 in Review

Cerity Partners increased its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 71% in Q2 2026, buying an estimated $549K and bringing the position to 26,194 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1818.

Cerity Partners first reported a position in CALI in Q3 2025 and has held it in 3 quarters since. 107 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

  • Cerity Partners held 26,194 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $1.32M as of Q2 2026.
  • Cerity Partners bought 10,892 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q2 2026, an estimated $549K.
  • BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1818 holding.
  • Cerity Partners first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q3 2025 and has held it in 3 quarters since.
  • 107 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.