Mercer Global Advisors
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Mercer Global Advisors’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

Mercer Global Advisors’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 		– Sell
-10,450
Closed -$527K – 3782
2026
Q1 		$527K Hold
10,450
– – ﹤0.01% 1949
2025
Q4 		$527K Buy
+10,450
New +$528K ﹤0.01% 1820

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

Mercer Global Advisors's CALI Position: Q2 2026 in Review

Mercer Global Advisors sold out of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) in Q2 2026, closing a stake of 10,450 shares — an estimated $527K sold.

Mercer Global Advisors first reported a position in CALI in Q4 2025 and held it in 2 quarters. The position peaked at $527K in Q4 2025. 107 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

  • Mercer Global Advisors reported no remaining BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position as of Q2 2026 after selling out during the quarter.
  • Mercer Global Advisors sold 10,450 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q2 2026, an estimated $527K.
  • Mercer Global Advisors first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q4 2025 and held it in 2 quarters.
  • Mercer Global Advisors's BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position peaked at $527K in Q4 2025.
  • 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 Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.