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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Emergent Wealth Advisors's CMF Position: Q2 2026 in Review

Emergent Wealth Advisors held its iShares California Muni Bond ETF (CMF) position steady in Q2 2026 at 6,499 shares worth $375K. The position accounts for 0.19% of the portfolio, ranked #86.

Emergent Wealth Advisors first reported a position in CMF in Q2 2024 and has held it in 9 quarters since. 356 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Emergent Wealth Advisors held 6,499 shares of iShares California Muni Bond ETF worth $375K as of Q2 2026.
Emergent Wealth Advisors left its iShares California Muni Bond ETF share count unchanged in Q2 2026.
iShares California Muni Bond ETF made up 0.19% of Emergent Wealth Advisors's portfolio in Q2 2026, its #86 holding.
Emergent Wealth Advisors first reported a position in iShares California Muni Bond ETF in Q2 2024 and has held it in 9 quarters since.
356 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.