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

Weaver Consulting 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 Q3	$595K	Buy	11,950 +1,650	+16%	+$83K	0.12%	162
2026 Q2	$521K	Buy	10,300 +800	+8%	+$40.4K	0.11%	164
2026 Q1	$479K	Buy	9,500 +1,000	+12%	+$50.6K	0.11%	152
2025 Q4	$429K	Buy	+8,500	New	+$429K	0.1%	158

Other funds holding CALI

EWM

Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

TWM

TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Kanawha Capital Management Richmond, Virginia $1.56B AUM 15.07% 1-Year Est. Return

Weaver Consulting Group's CALI Position: Q3 2026 in Review

Weaver Consulting Group increased its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 16% in Q3 2026, buying an estimated $83K and bringing the position to 11,950 shares worth $595K. The position accounts for 0.12% of the portfolio, ranked #162.

Weaver Consulting Group first reported a position in CALI in Q4 2025 and has held it in 4 quarters since. 31 funds tracked by Wall St. Rank hold CALI as of Q3 2026.

Weaver Consulting Group held 11,950 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $595K as of Q3 2026.
Weaver Consulting Group bought 1,650 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q3 2026, an estimated $83K.
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.12% of Weaver Consulting Group's portfolio in Q3 2026, its #162 holding.
Weaver Consulting Group first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q4 2025 and has held it in 4 quarters since.
31 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.