Root Financial Partners
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Root Financial Partners’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

Root Financial Partners’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
Q3 		$93 Buy
+2
New +$101 ﹤0.01% 3657

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Archvest Wealth Advisors
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Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
DeLarme Wealth Management
DeLarme Wealth Management Palos Verdes Estates, California $178M AUM 10.65% 1-Year Est. Return
Pasadena Private Wealth
Pasadena Private Wealth Pasadena, California $834M AUM 13.4% 1-Year Est. Return
NDWM LLC
NDWM LLC La Jolla, California $174M AUM 9.87% 1-Year Est. Return
Shah Wealth Advisors
Shah Wealth Advisors Chino Hills, California $503M AUM
Sweeney & Michel
Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return

Root Financial Partners's CALI Position: Q3 2026 in Review

Root Financial Partners opened a new position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) in Q3 2026: 2 shares worth $93. The stake represents ﹤0.01% of the portfolio and ranks #3657 among its holdings.

88 funds tracked by Wall St. Rank hold CALI as of Q3 2026.

  • Root Financial Partners held 2 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $93 as of Q3 2026.
  • BlackRock ETF Trust II iShares Short-Term California Muni Active ETF was a new Root Financial Partners position in Q3 2026.
  • BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3657 holding.
  • 88 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.