CALI — BLACKROCK ETF TRUST II

Ownership history in Shared Vision Wealth Group LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Shared Vision Wealth Group 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
0.28% (2025 Q4)
Avg. % of fund
0.22%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 13,793 +6,888 +99.8% 0.28% $698K $50.28
2025 Q3 INITIATED 6,905 — — 0.15% $349K $50.03
% 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% Client First Capital LLC 3Y 0.32% TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 3Y 0.29% WESPAC Advisors SoCal, LLC 3Y 7Y 0.25%
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