SFG
CALI

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

Shum Financial Group’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 		$434K Buy
+8,592
New +$433K 0.26% 78

Other funds holding CALI

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
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
FMN
Financial Management Network Mission Viejo, California $697M AUM 21.37% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return

Shum Financial Group's CALI Position: Q2 2026 in Review

Shum Financial Group opened a new position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) in Q2 2026: 8,592 shares worth $434K. The stake represents 0.26% of the portfolio and ranks #78 among its holdings.

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

  • Shum Financial Group held 8,592 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $434K as of Q2 2026.
  • BlackRock ETF Trust II iShares Short-Term California Muni Active ETF was a new Shum Financial Group position in Q2 2026.
  • BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.26% of Shum Financial Group's portfolio in Q2 2026, its #78 holding.
  • 56 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.