MW
CALI

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

Members Wealth’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 		$1.2M Buy
23,810
+3,938
+20% +$199K 0.66% 32
2026
Q1 		$1M Buy
19,872
+971
+5% +$49.1K 0.6% 35
2025
Q4 		$956K Buy
18,901
+3,254
+21% +$164K 0.6% 34
2025
Q3 		$791K Buy
+15,647
New +$790K 0.5% 40
2025
Q1 		$421K Hold
8,368
– – 0.32% 58
2024
Q4 		$420K Buy
+8,368
New +$421K 0.31% 61
2024
Q2 		$787K Buy
+15,635
New +$784K 0.53% 39

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

Members Wealth's CALI Position: Q2 2026 in Review

Members Wealth increased its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 20% in Q2 2026, buying an estimated $199K and bringing the position to 23,810 shares worth $1.2M. The position accounts for 0.66% of the portfolio, ranked #32.

Members Wealth first reported a position in CALI in Q2 2024 and has held it in 7 quarters since. 107 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

  • Members Wealth held 23,810 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $1.2M as of Q2 2026.
  • Members Wealth bought 3,938 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q2 2026, an estimated $199K.
  • BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.66% of Members Wealth's portfolio in Q2 2026, its #32 holding.
  • Members Wealth first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q2 2024 and has held it in 7 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 Members Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.