Emery Howard Portfolio Management’s iShares California Muni Bond ETF CMF Stock Holding History

Emery Howard Portfolio Management’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
2021 Q4	$554K	Buy	8,883 +46	+0.5%	+$2.86K	0.07%	31
2021 Q3	$549K	Buy	8,837 +33	+0.4%	+$2.07K	0.08%	31
2021 Q2	$551K	Buy	8,804 +36	+0.4%	+$2.25K	0.08%	31
2021 Q1	$545K	Buy	8,768 +24	+0.3%	+$1.5K	0.09%	28
2020 Q4	$549K	Buy	8,744 +49	+0.6%	+$3.06K	0.09%	24
2020 Q3	$542K	Buy	8,695 +37	+0.4%	+$2.31K	0.11%	24
2020 Q2	$538K	Buy	8,658 +44	+0.5%	+$2.7K	0.12%	23
2020 Q1	$521K	Buy	8,614 +28	+0.3%	+$1.71K	0.13%	25
2019 Q4	$526K	Buy	8,586 +56	+0.7%	+$3.43K	0.1%	27
2019 Q3	$523K	Buy	8,530 +42	+0.5%	+$2.57K	0.11%	27
2019 Q2	$515K	Buy	8,488 +45	+0.5%	+$2.7K	0.1%	27
2019 Q1	$503K	Buy	8,443 +31	+0.4%	+$1.82K	0.1%	26
2018 Q4	$492K	Buy	8,412 +64	+0.8%	+$3.69K	0.12%	25
2018 Q3	$484K	Buy	8,348 +44	+0.5%	+$2.57K	0.1%	25
2018 Q2	$486K	Buy	8,304 +44	+0.5%	+$2.56K	0.1%	24
2018 Q1	$482K	Buy	8,260 +30	+0.4%	+$1.75K	0.1%	23
2017 Q4	$487K	Buy	8,230 +56	+0.7%	+$3.31K	0.1%	25
2017 Q3	$484K	Buy	8,174 +42	+0.5%	+$2.49K	0.11%	25
2017 Q2	$479K	Buy	8,132 +42	+0.5%	+$2.47K	0.1%	25
2017 Q1	$470K	Sell	8,090 -17,774	-69%	-$1.03M	0.11%	26
2016 Q4	$1.49M	Buy	+25,864	New	+$1.51M	0.35%	21

Other funds holding CMF

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Slow Capital Greenbrae, California $770M AUM 33.36% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Emery Howard Portfolio Management's CMF Position: Q4 2021 in Review

Emery Howard Portfolio Management increased its iShares California Muni Bond ETF (CMF) stake by 0.52% in Q4 2021, buying an estimated $2.86K and bringing the position to 8,883 shares worth $554K. The position accounts for 0.07% of the portfolio, ranked #31.

Emery Howard Portfolio Management first reported a position in CMF in Q4 2016 and has held it in 21 quarters since. The position peaked at $1.49M in Q4 2016. 205 funds tracked by Wall St. Rank hold CMF as of Q4 2021.

Emery Howard Portfolio Management held 8,883 shares of iShares California Muni Bond ETF worth $554K as of Q4 2021.
Emery Howard Portfolio Management bought 46 iShares California Muni Bond ETF shares in Q4 2021, an estimated $2.86K.
iShares California Muni Bond ETF made up 0.07% of Emery Howard Portfolio Management's portfolio in Q4 2021, its #31 holding.
Emery Howard Portfolio Management first reported a position in iShares California Muni Bond ETF in Q4 2016 and has held it in 21 quarters since.
Emery Howard Portfolio Management's iShares California Muni Bond ETF position peaked at $1.49M in Q4 2016.
205 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2021.

Based on Emery Howard Portfolio Management's 13F filing for Q4 2021, filed 6 Jan 2022.