Carson Wealth (CWM LLC)’s Calvert US Mid-Cap Core Responsible Index ETF CVMC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CVMC Stock Details CVMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.27M	Buy	19,855 +222	+1%	+$14.7K	﹤0.01%	1413
2025 Q4	$1.26M	Buy	19,633 +1,013	+5%	+$64.6K	﹤0.01%	1371
2025 Q3	$1.18M	Buy	18,620 +2,195	+13%	+$137K	﹤0.01%	1316
2025 Q2	$997K	Buy	16,425 +12,901	+366%	+$739K	﹤0.01%	1241
2025 Q1	$200K	Sell	3,524 -173	-5%	-$10.3K	﹤0.01%	1919
2024 Q4	$220K	Buy	+3,697	New	+$227K	﹤0.01%	1767

Other funds holding CVMC

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

NBWM

North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

JAA

Joel Adams & Associates Asheville, North Carolina $135M AUM 10.83% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CVMC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Calvert US Mid-Cap Core Responsible Index ETF (CVMC) stake by 1.1% in Q1 2026, buying an estimated $14.7K and bringing the position to 19,855 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1413.

Carson Wealth (CWM LLC) first reported a position in CVMC in Q4 2024 and has held it in 6 quarters since. 44 funds tracked by Wall St. Rank hold CVMC as of Q1 2026.

Carson Wealth (CWM LLC) held 19,855 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $1.27M as of Q1 2026.
Carson Wealth (CWM LLC) bought 222 Calvert US Mid-Cap Core Responsible Index ETF shares in Q1 2026, an estimated $14.7K.
Calvert US Mid-Cap Core Responsible Index ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1413 holding.
Carson Wealth (CWM LLC) first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q4 2024 and has held it in 6 quarters since.
44 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.