Elmwood Wealth Management’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

Elmwood Wealth Management’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 Q3	$10.8M	Sell	216,023 -13,587	-6%	-$683K	2.59%	5
2026 Q2	$11.6M	Buy	229,610 +17,681	+8%	+$892K	2.9%	1
2026 Q1	$10.7M	Buy	211,929 +47,671	+29%	+$2.41M	2.96%	2
2025 Q4	$8.29M	Buy	164,258 +10,618	+7%	+$537K	2.62%	4
2025 Q3	$7.78M	Buy	153,640 +9,658	+7%	+$488K	2.76%	3
2025 Q2	$7.26M	Buy	143,982 +5,077	+4%	+$255K	2.88%	3
2025 Q1	$7M	Buy	138,905 +14,088	+11%	+$709K	2.87%	4
2024 Q4	$6.26M	Buy	124,817 +7,464	+6%	+$376K	2.53%	6
2024 Q3	$5.93M	Sell	117,353 -803	-0.7%	-$40.4K	2.44%	6
2024 Q2	$5.93M	Buy	118,156 +77,230	+189%	+$3.87M	2.64%	7
2024 Q1	$2.06M	Buy	40,926 +32,175	+368%	+$1.62M	0.88%	39
2023 Q4	$440K	Buy	+8,751	New	+$438K	0.31%	77

Other funds holding CALI

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

TWM

TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SFG

Shum Financial Group Alameda, California $174M AUM 19.39% 1-Year Est. Return

Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Elmwood Wealth Management's CALI Position: Q3 2026 in Review

Elmwood Wealth Management reduced its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 5.9% in Q3 2026, selling an estimated $683K and leaving 216,023 shares worth $10.8M. The position accounts for 2.59% of the portfolio, ranked #5.

Elmwood Wealth Management first reported a position in CALI in Q4 2023 and has held it in 12 quarters since. The position peaked at $11.6M in Q2 2026. 21 funds tracked by Wall St. Rank hold CALI as of Q3 2026.

Elmwood Wealth Management held 216,023 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $10.8M as of Q3 2026.
Elmwood Wealth Management sold 13,587 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q3 2026, an estimated $683K.
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 2.59% of Elmwood Wealth Management's portfolio in Q3 2026, its #5 holding.
Elmwood Wealth Management first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q4 2023 and has held it in 12 quarters since.
Elmwood Wealth Management's BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position peaked at $11.6M in Q2 2026.
21 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF as of Q3 2026.

Based on Elmwood Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.