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

First Pacific Financial’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 Q3	$18.8M	Buy	257,537 +1,587	+0.6%	+$121K	1.92%	13
2026 Q2	$19.5M	Buy	255,950 +5,810	+2%	+$413K	2.32%	10
2026 Q1	$16M	Buy	250,140 +7,448	+3%	+$494K	2.06%	11
2025 Q4	$15.6M	Buy	242,692 +13,830	+6%	+$881K	2.03%	10
2025 Q3	$14.5M	Buy	228,862 +13,400	+6%	+$837K	2.02%	11
2025 Q2	$13.1M	Buy	215,462 +26,920	+14%	+$1.54M	1.93%	12
2025 Q1	$10.7M	Buy	188,542 +12,613	+7%	+$754K	2.17%	11
2024 Q4	$10.5M	Buy	175,929 +8,081	+5%	+$495K	2.43%	10
2024 Q3	$10.1M	Sell	167,848 -46,308	-22%	-$2.66M	2.36%	11
2024 Q2	$11.8M	Buy	214,156 +8,876	+4%	+$493K	3.03%	9
2024 Q1	$11.9M	Buy	205,280 +24,591	+14%	+$1.34M	3.32%	9
2023 Q4	$9.66M	Buy	+180,689	New	+$8.78M	2.95%	10

Other funds holding CVMC

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

LCC

Lincoln Capital Corp East Greenwich, Rhode Island $306M AUM 16.84% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

First Pacific Financial's CVMC Position: Q3 2026 in Review

First Pacific Financial increased its Calvert US Mid-Cap Core Responsible Index ETF (CVMC) stake by 0.62% in Q3 2026, buying an estimated $121K and bringing the position to 257,537 shares worth $18.8M. The position accounts for 1.92% of the portfolio, ranked #13.

First Pacific Financial first reported a position in CVMC in Q4 2023 and has held it in 12 quarters since. The position peaked at $19.5M in Q2 2026. 9 funds tracked by Wall St. Rank hold CVMC as of Q3 2026.

First Pacific Financial held 257,537 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $18.8M as of Q3 2026.
First Pacific Financial bought 1,587 Calvert US Mid-Cap Core Responsible Index ETF shares in Q3 2026, an estimated $121K.
Calvert US Mid-Cap Core Responsible Index ETF made up 1.92% of First Pacific Financial's portfolio in Q3 2026, its #13 holding.
First Pacific Financial first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q4 2023 and has held it in 12 quarters since.
First Pacific Financial's Calvert US Mid-Cap Core Responsible Index ETF position peaked at $19.5M in Q2 2026.
9 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.