Journey Strategic Wealth’s Calvert US Mid-Cap Core Responsible Index ETF CVMC Stock Holding History

Journey Strategic Wealth’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	$392K	Buy	6,123 +316	+5%	+$21K	0.01%	424
2025 Q4	$372K	Buy	5,807 +279	+5%	+$17.8K	0.01%	408
2025 Q3	$351K	Buy	5,528 +402	+8%	+$25.1K	0.01%	407
2025 Q2	$311K	Sell	5,126 -126	-2%	-$7.22K	0.01%	417
2025 Q1	$298K	Sell	5,252 -191	-4%	-$11.4K	0.01%	335
2024 Q4	$323K	Buy	5,443 +1,255	+30%	+$76.9K	0.01%	314
2024 Q3	$252K	Buy	+4,188	New	+$240K	0.01%	385

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

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 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

Journey Strategic Wealth's CVMC Position: Q1 2026 in Review

Journey Strategic Wealth increased its Calvert US Mid-Cap Core Responsible Index ETF (CVMC) stake by 5.4% in Q1 2026, buying an estimated $21K and bringing the position to 6,123 shares worth $392K. The position accounts for 0.01% of the portfolio, ranked #424.

Journey Strategic Wealth first reported a position in CVMC in Q3 2024 and has held it in 7 quarters since. 44 funds tracked by Wall St. Rank hold CVMC as of Q1 2026.

Journey Strategic Wealth held 6,123 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $392K as of Q1 2026.
Journey Strategic Wealth bought 316 Calvert US Mid-Cap Core Responsible Index ETF shares in Q1 2026, an estimated $21K.
Calvert US Mid-Cap Core Responsible Index ETF made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #424 holding.
Journey Strategic Wealth first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q3 2024 and has held it in 7 quarters since.
44 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.