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Mason & Associates (California)’s Calvert US Mid-Cap Core Responsible Index ETF CVMC Stock Holding History

Mason & Associates (California)’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 		$714K Buy
11,467
+339
+3% +$22.5K 0.14% 90
2025
Q4 		$714K Buy
+11,128
New +$709K 0.13% 82

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
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Mason & Associates (California)'s CVMC Position: Q1 2026 in Review

Mason & Associates (California) increased its Calvert US Mid-Cap Core Responsible Index ETF (CVMC) stake by 3% in Q1 2026, buying an estimated $22.5K and bringing the position to 11,467 shares worth $714K. The position accounts for 0.14% of the portfolio, ranked #90.

Mason & Associates (California) first reported a position in CVMC in Q4 2025 and has held it in 2 quarters since. 44 funds tracked by Wall St. Rank hold CVMC as of Q1 2026.

  • Mason & Associates (California) held 11,467 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $714K as of Q1 2026.
  • Mason & Associates (California) bought 339 Calvert US Mid-Cap Core Responsible Index ETF shares in Q1 2026, an estimated $22.5K.
  • Calvert US Mid-Cap Core Responsible Index ETF made up 0.14% of Mason & Associates (California)'s portfolio in Q1 2026, its #90 holding.
  • Mason & Associates (California) first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q4 2025 and has held it in 2 quarters since.
  • 44 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q1 2026.

Based on Mason & Associates (California)'s 13F filing for Q1 2026, filed 30 Apr 2026.