First American Trust’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

First American Trust’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	$5.25M	Buy	103,845 +44,278	+74%	+$2.23M	0.32%	95
2026 Q1	$3M	Buy	59,567 +19,584	+49%	+$991K	0.2%	116
2025 Q4	$2.02M	Buy	+39,983	New	+$2.02M	0.14%	122

Other funds holding CALI

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DWM

DeLarme Wealth Management Palos Verdes Estates, California $172M AUM

NDWM LLC La Jolla, California $170M AUM 17.06% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

First American Trust's CALI Position: Q2 2026 in Review

First American Trust increased its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 74% in Q2 2026, buying an estimated $2.23M and bringing the position to 103,845 shares worth $5.25M. The position accounts for 0.32% of the portfolio, ranked #95.

First American Trust first reported a position in CALI in Q4 2025 and has held it in 3 quarters since. 107 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

First American Trust held 103,845 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $5.25M as of Q2 2026.
First American Trust bought 44,278 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q2 2026, an estimated $2.23M.
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.32% of First American Trust's portfolio in Q2 2026, its #95 holding.
First American Trust first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q4 2025 and has held it in 3 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 First American Trust's 13F filing for Q2 2026, filed 10 Aug 2026.