EFG
CALI

Ehrlich Financial Group’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

Ehrlich Financial Group’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 		$321K Sell
6,349
-558
-8% -$28.1K 0.17% 92
2026
Q1 		$348K Hold
6,907
– – 0.2% 87
2025
Q4 		$349K Buy
6,907
+972
+16% +$49.1K 0.2% 84
2025
Q3 		$301K Hold
5,935
– – 0.18% 87
2025
Q2 		$299K Hold
5,935
– – 0.19% 82
2025
Q1 		$299K Hold
5,935
– – 0.22% 84
2024
Q4 		$298K Hold
5,935
– – 0.21% 85
2024
Q3 		$300K Buy
+5,935
New +$299K 0.21% 75

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

Ehrlich Financial Group's CALI Position: Q2 2026 in Review

Ehrlich Financial Group reduced its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 8.1% in Q2 2026, selling an estimated $28.1K and leaving 6,349 shares worth $321K. The position accounts for 0.17% of the portfolio, ranked #92.

Ehrlich Financial Group first reported a position in CALI in Q3 2024 and has held it in 8 quarters since. The position peaked at $349K in Q4 2025. 107 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

  • Ehrlich Financial Group held 6,349 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $321K as of Q2 2026.
  • Ehrlich Financial Group sold 558 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q2 2026, an estimated $28.1K.
  • BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.17% of Ehrlich Financial Group's portfolio in Q2 2026, its #92 holding.
  • Ehrlich Financial Group first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q3 2024 and has held it in 8 quarters since.
  • Ehrlich Financial Group's BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position peaked at $349K in Q4 2025.
  • 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 Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.