SFFS
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Stonehage Fleming Financial Services’s iShares California Muni Bond ETF CMF Stock Holding History

Stonehage Fleming Financial Services’s Portfolio CMF Stock Details CMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.81M Buy
102,100
+39,842
+64% +$2.3M 0.21% 30
2025
Q4 		$3.58M Sell
62,258
-38,178
-38% -$2.19M 0.11% 32
2025
Q3 		$5.73M Buy
100,436
+35,915
+56% +$2.01M 0.16% 27
2025
Q2 		$3.6M Hold
64,521
– – 0.1% 30
2025
Q1 		$3.63M Buy
64,521
+36,938
+134% +$2.1M 0.13% 27
2024
Q4 		$1.58M Buy
27,583
+18,110
+191% +$1.04M 0.04% 47
2024
Q3 		$550K Hold
9,473
– – 0.01% 98
2024
Q2 		$539K Buy
+9,473
New +$539K 0.01% 89
2024
Q1 		– Sell
-9,473
Closed -$549K – 198
2023
Q4 		$549K Hold
9,473
– – 0.02% 91
2023
Q3 		$518K Buy
+9,473
New +$533K 0.05% 108

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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return