EH
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Equitable Holdings’s iShares California Muni Bond ETF CMF Stock Holding History

Equitable Holdings’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 		$365K Buy
6,338
+43
+0.7% +$2.46K ﹤0.01% 1467
2026
Q1 		$362K Buy
6,295
+809
+15% +$46.7K ﹤0.01% 1383
2025
Q4 		$315K Buy
5,486
+1,611
+42% +$92.5K ﹤0.01% 1298
2025
Q3 		$221K Sell
3,875
-46
-1% -$2.57K ﹤0.01% 1406
2025
Q2 		$219K Sell
3,921
-623
-14% -$34.6K ﹤0.01% 1336
2025
Q1 		$256K Buy
+4,544
New +$258K ﹤0.01% 1164
2024
Q4 		– Sell
-4,671
Closed -$271K – 1281
2024
Q3 		$271K Buy
4,671
+22
+0.5% +$1.27K ﹤0.01% 1078
2024
Q2 		$264K Buy
4,649
+32
+0.7% +$1.82K ﹤0.01% 1030
2024
Q1 		$266K Buy
4,617
+20
+0.4% +$1.15K ﹤0.01% 991
2023
Q4 		$266K Buy
4,597
+38
+0.8% +$2.12K ﹤0.01% 975
2023
Q3 		$250K Buy
4,559
+26
+0.6% +$1.46K ﹤0.01% 931
2023
Q2 		$258K Buy
4,533
+310
+7% +$17.7K ﹤0.01% 908
2023
Q1 		$242K Buy
4,223
+16
+0.4% +$910 ﹤0.01% 865
2022
Q4 		$236K Buy
4,207
+315
+8% +$17.5K ﹤0.01% 803
2022
Q3 		$211K Sell
3,892
-47
-1% -$2.66K ﹤0.01% 799
2022
Q2 		$222K Sell
3,939
-67
-2% -$3.78K ﹤0.01% 788
2022
Q1 		$233K Sell
4,006
-364
-8% -$21.9K ﹤0.01% 794
2021
Q4 		$272K Buy
4,370
+22
+0.5% +$1.37K ﹤0.01% 738
2021
Q3 		$270K Buy
+4,348
New +$272K ﹤0.01% 706

Other funds holding CMF

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Equitable Holdings's CMF Position: Q2 2026 in Review

Equitable Holdings increased its iShares California Muni Bond ETF (CMF) stake by 0.68% in Q2 2026, buying an estimated $2.46K and bringing the position to 6,338 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #1467.

Equitable Holdings first reported a position in CMF in Q3 2021 and has held it in 19 quarters since. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Equitable Holdings held 6,338 shares of iShares California Muni Bond ETF worth $365K as of Q2 2026.
  • Equitable Holdings bought 43 iShares California Muni Bond ETF shares in Q2 2026, an estimated $2.46K.
  • iShares California Muni Bond ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1467 holding.
  • Equitable Holdings first reported a position in iShares California Muni Bond ETF in Q3 2021 and has held it in 19 quarters since.
  • 355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.