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McIlrath & Eck’s Calvert US Mid-Cap Core Responsible Index ETF CVMC Stock Holding History

McIlrath & Eck’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 		$55.9K Buy
873
+149
+21% +$9.88K ﹤0.01% 508
2025
Q4 		$46.4K Hold
724
– – ﹤0.01% 355
2025
Q3 		$46K Hold
724
– – ﹤0.01% 337
2025
Q2 		$43.9K Hold
724
– – 0.01% 341
2025
Q1 		$41.1K Buy
+724
New +$43.3K 0.01% 360

Other funds holding CVMC

FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

McIlrath & Eck's CVMC Position: Q1 2026 in Review

McIlrath & Eck increased its Calvert US Mid-Cap Core Responsible Index ETF (CVMC) stake by 21% in Q1 2026, buying an estimated $9.88K and bringing the position to 873 shares worth $55.9K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

McIlrath & Eck first reported a position in CVMC in Q1 2025 and has held it in 5 quarters since. 44 funds tracked by Wall St. Rank hold CVMC as of Q1 2026.

  • McIlrath & Eck held 873 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $55.9K as of Q1 2026.
  • McIlrath & Eck bought 149 Calvert US Mid-Cap Core Responsible Index ETF shares in Q1 2026, an estimated $9.88K.
  • Calvert US Mid-Cap Core Responsible Index ETF made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #508 holding.
  • McIlrath & Eck first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q1 2025 and has held it in 5 quarters since.
  • 44 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.