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

Morgan Stanley’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	$126K	Hold	2,500	–	–	﹤0.01%	6153
2026 Q1	$126K	Hold	2,500	–	–	﹤0.01%	6059
2025 Q4	$126K	Hold	2,500	–	–	﹤0.01%	6104
2025 Q3	$127K	Hold	2,500	–	–	﹤0.01%	6056
2025 Q2	$126K	Buy	+2,500	New	+$126K	﹤0.01%	6047

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

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

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

Morgan Stanley's CALI Position: Q2 2026 in Review

Morgan Stanley held its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) position steady in Q2 2026 at 2,500 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #6153.

Morgan Stanley first reported a position in CALI in Q2 2025 and has held it in 5 quarters since. The position peaked at $127K in Q3 2025. 107 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

Morgan Stanley held 2,500 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $126K as of Q2 2026.
Morgan Stanley 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 ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6153 holding.
Morgan Stanley first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q2 2025 and has held it in 5 quarters since.
Morgan Stanley's BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position peaked at $127K 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 Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.