RWP
CALI

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

RWA Wealth 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
Q2 		$412K Sell
8,153
-793
-9% -$40K ﹤0.01% 502
2026
Q1 		$451K Sell
8,946
-158
-2% -$7.99K ﹤0.01% 472
2025
Q4 		$459K Buy
9,104
+1,287
+16% +$65K 0.01% 456
2025
Q3 		$396K Buy
+7,817
New +$395K ﹤0.01% 485

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

RWA Wealth Partners's CALI Position: Q2 2026 in Review

RWA Wealth Partners reduced its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 8.9% in Q2 2026, selling an estimated $40K and leaving 8,153 shares worth $412K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

RWA Wealth Partners first reported a position in CALI in Q3 2025 and has held it in 4 quarters since. The position peaked at $459K in Q4 2025. 107 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

  • RWA Wealth Partners held 8,153 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $412K as of Q2 2026.
  • RWA Wealth Partners sold 793 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q2 2026, an estimated $40K.
  • BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up ﹤0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #502 holding.
  • RWA Wealth Partners 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.
  • RWA Wealth Partners's BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position peaked at $459K in Q4 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 RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.