MAC
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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
Q2 		$898K Buy
11,798
+331
+3% +$23.5K 0.15% 75
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
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
JAA
Joel Adams & Associates Asheville, North Carolina $156M AUM 15.16% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return

Mason & Associates (California)'s CVMC Position: Q2 2026 in Review

Mason & Associates (California) increased its Calvert US Mid-Cap Core Responsible Index ETF (CVMC) stake by 2.9% in Q2 2026, buying an estimated $23.5K and bringing the position to 11,798 shares worth $898K. The position accounts for 0.15% of the portfolio, ranked #75.

Mason & Associates (California) first reported a position in CVMC in Q4 2025 and has held it in 3 quarters since. 52 funds tracked by Wall St. Rank hold CVMC as of Q2 2026.

  • Mason & Associates (California) held 11,798 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $898K as of Q2 2026.
  • Mason & Associates (California) bought 331 Calvert US Mid-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $23.5K.
  • Calvert US Mid-Cap Core Responsible Index ETF made up 0.15% of Mason & Associates (California)'s portfolio in Q2 2026, its #75 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 3 quarters since.
  • 52 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.