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Joel Adams & Associates’s Calvert US Mid-Cap Core Responsible Index ETF CVMC Stock Holding History

Joel Adams & Associates’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 		$1.65M Buy
25,728
+788
+3% +$52.3K 1.22% 18
2025
Q4 		$1.6M Buy
24,940
+2,071
+9% +$132K 1.2% 17
2025
Q3 		$1.45M Buy
+22,869
New +$1.43M 1.17% 16

Other funds holding CVMC

FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
Morgan Stanley
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
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
NI
Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
Carson Wealth (CWM LLC)
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

Joel Adams & Associates's CVMC Position: Q1 2026 in Review

Joel Adams & Associates increased its Calvert US Mid-Cap Core Responsible Index ETF (CVMC) stake by 3.2% in Q1 2026, buying an estimated $52.3K and bringing the position to 25,728 shares worth $1.65M. The position accounts for 1.22% of the portfolio, ranked #18.

Joel Adams & Associates first reported a position in CVMC in Q3 2025 and has held it in 3 quarters since. 44 funds tracked by Wall St. Rank hold CVMC as of Q1 2026.

  • Joel Adams & Associates held 25,728 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $1.65M as of Q1 2026.
  • Joel Adams & Associates bought 788 Calvert US Mid-Cap Core Responsible Index ETF shares in Q1 2026, an estimated $52.3K.
  • Calvert US Mid-Cap Core Responsible Index ETF made up 1.22% of Joel Adams & Associates's portfolio in Q1 2026, its #18 holding.
  • Joel Adams & Associates first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q3 2025 and has held it in 3 quarters since.
  • 44 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q1 2026.

Based on Joel Adams & Associates's 13F filing for Q1 2026, filed 20 Apr 2026.