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

Financial Engines 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 		$8.39M Sell
110,192
-3,964
-3% -$282K 0.01% 114
2026
Q1 		$7.31M Buy
114,156
+3,625
+3% +$240K 0.01% 115
2025
Q4 		$7.09M Buy
110,531
+9,129
+9% +$582K 0.01% 125
2025
Q3 		$6.44M Buy
101,402
+3,910
+4% +$244K 0.01% 133
2025
Q2 		$5.92M Sell
97,492
-6,849
-7% -$393K 0.01% 130
2025
Q1 		$5.92M Buy
104,341
+3,472
+3% +$207K 0.01% 119
2024
Q4 		$5.99M Sell
100,869
-4,289
-4% -$263K 0.01% 126
2024
Q3 		$6.33M Buy
105,158
+1,349
+1% +$77.4K 0.01% 109
2024
Q2 		$5.72M Buy
103,809
+7,767
+8% +$431K 0.01% 110
2024
Q1 		$5.56M Buy
+96,042
New +$5.23M 0.01% 107

Other funds holding CVMC

FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
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

Financial Engines Advisors's CVMC Position: Q2 2026 in Review

Financial Engines Advisors reduced its Calvert US Mid-Cap Core Responsible Index ETF (CVMC) stake by 3.5% in Q2 2026, selling an estimated $282K and leaving 110,192 shares worth $8.39M. The position accounts for 0.01% of the portfolio, ranked #114.

Financial Engines Advisors first reported a position in CVMC in Q1 2024 and has held it in 10 quarters since. 52 funds tracked by Wall St. Rank hold CVMC as of Q2 2026.

  • Financial Engines Advisors held 110,192 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $8.39M as of Q2 2026.
  • Financial Engines Advisors sold 3,964 Calvert US Mid-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $282K.
  • Calvert US Mid-Cap Core Responsible Index ETF made up 0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #114 holding.
  • Financial Engines Advisors first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q1 2024 and has held it in 10 quarters since.
  • 52 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.