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EP Wealth Advisors’s Calvert US Mid-Cap Core Responsible Index ETF CVMC Stock Holding History

EP Wealth Advisors’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
Q2 		$8.84M Buy
116,055
+6,171
+6% +$438K 0.03% 291
2026
Q1 		$7.03M Buy
+109,884
New +$7.29M 0.03% 257

Other funds holding CVMC

FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
NBWM
North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
JAA
Joel Adams & Associates Asheville, North Carolina $156M AUM 15.16% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

EP Wealth Advisors's CVMC Position: Q2 2026 in Review

EP Wealth Advisors increased its Calvert US Mid-Cap Core Responsible Index ETF (CVMC) stake by 5.6% in Q2 2026, buying an estimated $438K and bringing the position to 116,055 shares worth $8.84M. The position accounts for 0.03% of the portfolio, ranked #291.

EP Wealth Advisors first reported a position in CVMC in Q1 2026 and has held it in 2 quarters since. 52 funds tracked by Wall St. Rank hold CVMC as of Q2 2026.

  • EP Wealth Advisors held 116,055 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $8.84M as of Q2 2026.
  • EP Wealth Advisors bought 6,171 Calvert US Mid-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $438K.
  • Calvert US Mid-Cap Core Responsible Index ETF made up 0.03% of EP Wealth Advisors's portfolio in Q2 2026, its #291 holding.
  • EP Wealth Advisors first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 52 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.