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 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

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

NBWM

North Berkeley Wealth Management Berkeley, California $189M AUM 19.77% 1-Year Est. Return

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

Natural Investments Windsor, California $405M AUM 19.08% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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: Q1 2026 in Review

Financial Engines Advisors increased its Calvert US Mid-Cap Core Responsible Index ETF (CVMC) stake by 3.3% in Q1 2026, buying an estimated $240K and bringing the position to 114,156 shares worth $7.31M. The position accounts for 0.01% of the portfolio, ranked #115.

Financial Engines Advisors first reported a position in CVMC in Q1 2024 and has held it in 9 quarters since. 44 funds tracked by Wall St. Rank hold CVMC as of Q1 2026.

Financial Engines Advisors held 114,156 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $7.31M as of Q1 2026.
Financial Engines Advisors bought 3,625 Calvert US Mid-Cap Core Responsible Index ETF shares in Q1 2026, an estimated $240K.
Calvert US Mid-Cap Core Responsible Index ETF made up 0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #115 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 9 quarters since.
44 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.