WAS
CALI

WESPAC Advisors SoCal’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

WESPAC Advisors SoCal’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 		$501K Sell
9,906
-10,790
-52% -$544K 0.09% 95
2026
Q1 		$1.04M Sell
20,696
-3,522
-15% -$178K 0.22% 76
2025
Q4 		$1.22M Buy
24,218
+5,141
+27% +$260K 0.25% 69
2025
Q3 		$967K Buy
+19,077
New +$964K 0.2% 77

Other funds holding CALI

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
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return
MW
Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
SWM
Selby Wealth Management Emeryville, California $282M AUM
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

WESPAC Advisors SoCal's CALI Position: Q2 2026 in Review

WESPAC Advisors SoCal reduced its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 52% in Q2 2026, selling an estimated $544K and leaving 9,906 shares worth $501K. The position accounts for 0.09% of the portfolio, ranked #95.

WESPAC Advisors SoCal first reported a position in CALI in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.22M in Q4 2025. 21 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

  • WESPAC Advisors SoCal held 9,906 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $501K as of Q2 2026.
  • WESPAC Advisors SoCal sold 10,790 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q2 2026, an estimated $544K.
  • BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.09% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #95 holding.
  • WESPAC Advisors SoCal 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.
  • WESPAC Advisors SoCal's BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position peaked at $1.22M in Q4 2025.
  • 21 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.