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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
Q2 		$2.28M Buy
29,926
+4,198
+16% +$298K 1.46% 15
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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
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
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

Joel Adams & Associates's CVMC Position: Q2 2026 in Review

Joel Adams & Associates increased its Calvert US Mid-Cap Core Responsible Index ETF (CVMC) stake by 16% in Q2 2026, buying an estimated $298K and bringing the position to 29,926 shares worth $2.28M. The position accounts for 1.46% of the portfolio, ranked #15.

Joel Adams & Associates first reported a position in CVMC in Q3 2025 and has held it in 4 quarters since. 52 funds tracked by Wall St. Rank hold CVMC as of Q2 2026.

  • Joel Adams & Associates held 29,926 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $2.28M as of Q2 2026.
  • Joel Adams & Associates bought 4,198 Calvert US Mid-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $298K.
  • Calvert US Mid-Cap Core Responsible Index ETF made up 1.46% of Joel Adams & Associates's portfolio in Q2 2026, its #15 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 4 quarters since.
  • 52 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q2 2026.

Based on Joel Adams & Associates's 13F filing for Q2 2026, filed 6 Aug 2026.