Longview Asset Management (New Mexico)’s Calvert US Mid-Cap Core Responsible Index ETF CVMC Stock Holding History

Longview Asset Management (New Mexico)’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
2025 Q4	$6.47M	Buy	100,879 +969	+1%	+$61.8K	4.51%	7
2025 Q3	$6.34M	Buy	99,910 +19,330	+24%	+$1.21M	4.38%	7
2025 Q2	$4.89M	Buy	80,580 +10,257	+15%	+$588K	3.7%	7
2025 Q1	$3.99M	Buy	70,323 +7,604	+12%	+$454K	3.42%	7
2024 Q4	$3.73M	Buy	+62,719	New	+$3.84M	3.25%	10

Other funds holding CVMC

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

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

JAA

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

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Longview Asset Management (New Mexico)'s CVMC Position: Q4 2025 in Review

Longview Asset Management (New Mexico) increased its Calvert US Mid-Cap Core Responsible Index ETF (CVMC) stake by 0.97% in Q4 2025, buying an estimated $61.8K and bringing the position to 100,879 shares worth $6.47M. The position accounts for 4.51% of the portfolio, ranked #7.

Longview Asset Management (New Mexico) first reported a position in CVMC in Q4 2024 and has held it in 5 quarters since. 43 funds tracked by Wall St. Rank hold CVMC as of Q4 2025.

Longview Asset Management (New Mexico) held 100,879 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $6.47M as of Q4 2025.
Longview Asset Management (New Mexico) bought 969 Calvert US Mid-Cap Core Responsible Index ETF shares in Q4 2025, an estimated $61.8K.
Calvert US Mid-Cap Core Responsible Index ETF made up 4.51% of Longview Asset Management (New Mexico)'s portfolio in Q4 2025, its #7 holding.
Longview Asset Management (New Mexico) first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q4 2024 and has held it in 5 quarters since.
43 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q4 2025.

Based on Longview Asset Management (New Mexico)'s 13F filing for Q4 2025, filed 9 Feb 2026.