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 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

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

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

EP Wealth Advisors Torrance, California $20.3B AUM

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

Northwestern Mutual Wealth Management

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

Joel Adams & Associates Asheville, North Carolina $135M AUM 10.83% 1-Year Est. Return

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return