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

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

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Selby Wealth Management Emeryville, California $282M AUM

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return