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Millstone Evans Group’s Calvert US Mid-Cap Core Responsible Index ETF CVMC Stock Holding History

Millstone Evans Group’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 		$33K Hold
516
– – 0.02% 406
2025
Q4 		$33.1K Buy
+516
New +$32.9K 0.02% 405

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

Millstone Evans Group's CVMC Position: Q1 2026 in Review

Millstone Evans Group held its Calvert US Mid-Cap Core Responsible Index ETF (CVMC) position steady in Q1 2026 at 516 shares worth $33K. The position accounts for 0.02% of the portfolio, ranked #406.

Millstone Evans Group first reported a position in CVMC in Q4 2025 and has held it in 2 quarters since. The position peaked at $33.1K in Q4 2025. 44 funds tracked by Wall St. Rank hold CVMC as of Q1 2026.

  • Millstone Evans Group held 516 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $33K as of Q1 2026.
  • Millstone Evans Group left its Calvert US Mid-Cap Core Responsible Index ETF share count unchanged in Q1 2026.
  • Calvert US Mid-Cap Core Responsible Index ETF made up 0.02% of Millstone Evans Group's portfolio in Q1 2026, its #406 holding.
  • Millstone Evans Group first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q4 2025 and has held it in 2 quarters since.
  • Millstone Evans Group's Calvert US Mid-Cap Core Responsible Index ETF position peaked at $33.1K in Q4 2025.
  • 44 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q1 2026.

Based on Millstone Evans Group's 13F filing for Q1 2026, filed 30 Apr 2026.