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

Rockefeller Capital 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	–	Sell	-6,000	Closed	-$303K	–	4897
2026 Q1	$303K	Sell	6,000 -4,000	-40%	-$202K	﹤0.01%	2253
2025 Q4	$505K	Hold	10,000	–	–	﹤0.01%	1895
2025 Q3	$507K	Hold	10,000	–	–	﹤0.01%	1759
2025 Q2	$505K	Buy	+10,000	New	+$502K	﹤0.01%	1554

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

Rockefeller Capital Management's CALI Position: Q2 2026 in Review

Rockefeller Capital Management sold out of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) in Q2 2026, closing a stake of 6,000 shares — an estimated $303K sold.

Rockefeller Capital Management first reported a position in CALI in Q2 2025 and held it in 4 quarters. The position peaked at $507K in Q3 2025. 107 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

Rockefeller Capital Management 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.
Rockefeller Capital Management sold 6,000 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q2 2026, an estimated $303K.
Rockefeller Capital Management first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q2 2025 and held it in 4 quarters.
Rockefeller Capital Management's BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position peaked at $507K 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 Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.