MWM
CALI

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

Meridian Wealth 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 		$707K Hold
14,000
– – 0.02% 464
2026
Q1 		$706K Hold
14,000
– – 0.02% 425
2025
Q4 		$706K Hold
14,000
– – 0.02% 415
2025
Q3 		$709K Buy
+14,000
New +$707K 0.03% 402

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

Meridian Wealth Management's CALI Position: Q2 2026 in Review

Meridian Wealth Management held its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) position steady in Q2 2026 at 14,000 shares worth $707K. The position accounts for 0.02% of the portfolio, ranked #464.

Meridian Wealth Management first reported a position in CALI in Q3 2025 and has held it in 4 quarters since. The position peaked at $709K in Q3 2025. 107 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

  • Meridian Wealth Management held 14,000 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $707K as of Q2 2026.
  • Meridian Wealth Management left its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF share count unchanged in Q2 2026.
  • BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.02% of Meridian Wealth Management's portfolio in Q2 2026, its #464 holding.
  • Meridian Wealth Management first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q3 2025 and has held it in 4 quarters since.
  • Meridian Wealth Management's BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position peaked at $709K in Q3 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 Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.