Empower Advisory Group
CMF icon

Empower Advisory Group’s iShares California Muni Bond ETF CMF Stock Holding History

Empower Advisory Group’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
Q1 		$2.19M Buy
38,534
+1,492
+4% +$86.1K 0.01% 208
2025
Q4 		$2.13M Buy
37,042
+11,223
+43% +$644K 0.01% 210
2025
Q3 		$1.47M Sell
25,819
-1,676
-6% -$93.8K ﹤0.01% 224
2025
Q2 		$1.53M Buy
27,495
+1,932
+8% +$107K ﹤0.01% 216
2025
Q1 		$1.44M Buy
25,563
+317
+1% +$18K ﹤0.01% 217
2024
Q4 		$1.45M Buy
25,246
+2,236
+10% +$129K ﹤0.01% 220
2024
Q3 		$1.34M Buy
23,010
+2,371
+11% +$137K ﹤0.01% 217
2024
Q2 		$1.17M Buy
20,639
+72
+0.4% +$4.1K ﹤0.01% 217
2024
Q1 		$1.18M Sell
20,567
-330
-2% -$19K ﹤0.01% 221
2023
Q4 		$1.21M Sell
20,897
-6,456
-24% -$360K ﹤0.01% 227
2023
Q3 		$1.5M Sell
27,353
-423
-2% -$23.8K 0.01% 211
2023
Q2 		$1.58M Buy
27,776
+2,201
+9% +$125K 0.01% 214
2023
Q1 		$1.47M Buy
+25,575
New +$1.45M 0.01% 224

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Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
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Bank of America
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return