Emergent Wealth Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

Emergent Wealth Advisors’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
2026 Q2	$375K	Hold	6,499	–	–	0.19%	86
2026 Q1	$370K	Buy	6,499 +1,764	+37%	+$102K	0.22%	83
2025 Q4	$272K	Hold	4,735	–	–	0.15%	104
2025 Q3	$270K	Hold	4,735	–	–	0.16%	95
2025 Q2	$264K	Hold	4,735	–	–	0.17%	91
2025 Q1	$266K	Buy	4,735 +227	+5%	+$12.9K	0.19%	88
2024 Q4	$258K	Hold	4,508	–	–	0.19%	91
2024 Q3	$262K	Buy	4,508 +523	+13%	+$30.1K	0.19%	88
2024 Q2	$227K	Buy	+3,985	New	+$227K	0.18%	91

Other funds holding CMF

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

Orin Green Financial San Diego, California $271M AUM 20.78% 1-Year Est. Return

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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

21 West Wealth Management Tustin, California $117M AUM 16.83% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return