CALI — BLACKROCK ETF TRUST II

Ownership history in Client First Capital LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Client First Capital LLC reported a position in BLACKROCK ETF TRUST II (CALI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.36% (2025 Q2)
Avg. % of fund
0.34%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 14,974 -261 -1.7% 0.32% $756K $50.28
2025 Q3 REDUCED 15,235 -38 -0.2% 0.34% $772K $50.03
2025 Q2 INITIATED 15,273 — — 0.36% $771K $49.51
% of Fund (quarterly)    CALI price (monthly, adj. close)

Other funds also holding CALI

As of 2025 Q4 — sorted by position size

Ariadne Wealth Management, LP 2.68% Elmwood Wealth Management, Inc. 3Y 7Y 2.62% NDWM LLC 2.17% Ballast Rock Private Wealth LLC 1.09% SWEENEY & MICHEL, LLC 0.82% Sound Portfolio Advisors, LLC 0.54% FINANCIAL MANAGEMENT NETWORK INC 3Y 0.38% TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 3Y 0.29% Shared Vision Wealth Group LLC 0.28% WESPAC Advisors SoCal, LLC 3Y 7Y 0.25%
← Back to Client First Capital LLC Holdings