FCIM
CALI

Fairview Capital Investment Management’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

Fairview Capital Investment Management’s Portfolio CALI Stock Details CALI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$859K Buy
17,000
+1,000
+6% +$50.4K 0.05% 118
2026
Q1 		$807K Buy
16,000
+400
+3% +$20.2K 0.04% 113
2025
Q4 		$787K Buy
15,600
+600
+4% +$30.3K 0.04% 107
2025
Q3 		$760K Hold
15,000
– – 0.04% 110
2025
Q2 		$757K Buy
+15,000
New +$753K 0.04% 104

Other funds holding CALI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FAT
First American Trust Santa Ana, California $1.66B AUM 25.23% 1-Year Est. Return
DWM
DeLarme Wealth Management Palos Verdes Estates, California $172M AUM
NL
NDWM LLC La Jolla, California $170M AUM 17.06% 1-Year Est. Return
SM
Sweeney & Michel Chico, California $381M AUM 25.37% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Fairview Capital Investment Management's CALI Position: Q2 2026 in Review

Fairview Capital Investment Management increased its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 6.3% in Q2 2026, buying an estimated $50.4K and bringing the position to 17,000 shares worth $859K. The position accounts for 0.05% of the portfolio, ranked #118.

Fairview Capital Investment Management first reported a position in CALI in Q2 2025 and has held it in 5 quarters since. 107 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

  • Fairview Capital Investment Management held 17,000 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $859K as of Q2 2026.
  • Fairview Capital Investment Management bought 1,000 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q2 2026, an estimated $50.4K.
  • BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.05% of Fairview Capital Investment Management's portfolio in Q2 2026, its #118 holding.
  • Fairview Capital Investment Management first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q2 2025 and has held it in 5 quarters since.
  • 107 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF as of Q2 2026.

Based on Fairview Capital Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.