Cornerstone Investment Partners’s iShares California Muni Bond ETF CMF Stock Holding History

Cornerstone Investment Partners’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
2025 Q2	–	Sell	-3,923	Closed	-$221K	–	214
2025 Q1	$221K	Buy	+3,923	New	+$223K	0.01%	123

Other funds holding CMF

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

FWI

Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

Cornerstone Investment Partners's CMF Position: Q2 2025 in Review

Cornerstone Investment Partners sold out of iShares California Muni Bond ETF (CMF) in Q2 2025, closing a stake of 3,923 shares — an estimated $221K sold.

Cornerstone Investment Partners first reported a position in CMF in Q1 2025 and held it in 1 quarter. The position peaked at $221K in Q1 2025. 318 funds tracked by Wall St. Rank hold CMF as of Q2 2025.

Cornerstone Investment Partners reported no remaining iShares California Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
Cornerstone Investment Partners sold 3,923 iShares California Muni Bond ETF shares in Q2 2025, an estimated $221K.
Cornerstone Investment Partners first reported a position in iShares California Muni Bond ETF in Q1 2025 and held it in 1 quarter.
Cornerstone Investment Partners's iShares California Muni Bond ETF position peaked at $221K in Q1 2025.
318 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2025.

Based on Cornerstone Investment Partners's 13F filing for Q2 2025, filed 6 Aug 2025.