MWM
CALI

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

Meritas 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 		$251K Buy
+4,969
New +$251K 0.1% 54

Other funds holding CALI

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
NL
NDWM LLC La Jolla, California $170M AUM 17.06% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

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

Meritas Wealth Management opened a new position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) in Q2 2026: 4,969 shares worth $251K. The stake represents 0.1% of the portfolio and ranks #54 among its holdings.

44 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

  • Meritas Wealth Management held 4,969 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $251K as of Q2 2026.
  • BlackRock ETF Trust II iShares Short-Term California Muni Active ETF was a new Meritas Wealth Management position in Q2 2026.
  • BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.1% of Meritas Wealth Management's portfolio in Q2 2026, its #54 holding.
  • 44 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF as of Q2 2026.

Based on Meritas Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.