MIA
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Milestone Investment Advisors’s Calvert US Mid-Cap Core Responsible Index ETF CVMC Stock Holding History

Milestone Investment Advisors’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 		$25K Buy
+328
New +$23.3K 0.01% 121

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

Milestone Investment Advisors's CVMC Position: Q2 2026 in Review

Milestone Investment Advisors opened a new position in Calvert US Mid-Cap Core Responsible Index ETF (CVMC) in Q2 2026: 328 shares worth $25K. The stake represents 0.01% of the portfolio and ranks #121 among its holdings.

52 funds tracked by Wall St. Rank hold CVMC as of Q2 2026.

  • Milestone Investment Advisors held 328 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $25K as of Q2 2026.
  • Calvert US Mid-Cap Core Responsible Index ETF was a new Milestone Investment Advisors position in Q2 2026.
  • Calvert US Mid-Cap Core Responsible Index ETF made up 0.01% of Milestone Investment Advisors's portfolio in Q2 2026, its #121 holding.
  • 52 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.