EWM
CALI

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
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
MW
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RPSA
Richard P. Slaughter Associates Austin, Texas $504M AUM 21.97% 1-Year Est. Return
SWM
Selby Wealth Management Emeryville, California $282M AUM
WAS
WESPAC Advisors SoCal Pasadena, California $558M AUM 37.11% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
Chatterton & Associates Anaheim, California $170M AUM
3FI
3 Factor Indexing Sacramento, California $118M AUM