Ethic Inc’s Commercial Metals CMC Stock Holding History

Ethic Inc’s Portfolio CMC Stock Details CMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$790K	Buy	12,864 +1,194	+10%	+$86.2K	0.01%	722
2025 Q4	$808K	Buy	11,670 +7,157	+159%	+$448K	0.01%	703
2025 Q3	$259K	Sell	4,513 -1,486	-25%	-$82.1K	﹤0.01%	1032
2025 Q2	$300K	Buy	5,999 +428	+8%	+$19.8K	0.01%	983
2025 Q1	$262K	Sell	5,571 -1,721	-24%	-$83.7K	0.01%	983
2024 Q4	$362K	Buy	7,292 +3,440	+89%	+$194K	0.01%	887
2024 Q3	$226K	Sell	3,852 -3,000	-44%	-$162K	0.01%	972
2024 Q2	$377K	Buy	6,852 +3,000	+78%	+$166K	0.01%	845
2024 Q1	$226K	Buy	+3,852	New	+$204K	0.01%	971
2022 Q3	–	Sell	-6,701	Closed	-$222K	–	805
2022 Q2	$222K	Buy	6,701 +1,617	+32%	+$63.7K	0.02%	695
2022 Q1	$212K	Buy	+5,084	New	+$191K	0.01%	693
2021 Q3	–	Sell	-12,311	Closed	-$378K	–	618
2021 Q2	$378K	Buy	12,311 +488	+4%	+$15.1K	0.05%	406
2021 Q1	$365K	Buy	+11,823	New	+$293K	0.07%	338

Other funds holding CMC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return