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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
Q2 		$39.3K Hold
516
– – 0.02% 395
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
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

Millstone Evans Group's CVMC Position: Q2 2026 in Review

Millstone Evans Group held its Calvert US Mid-Cap Core Responsible Index ETF (CVMC) position steady in Q2 2026 at 516 shares worth $39.3K. The position accounts for 0.02% of the portfolio, ranked #395.

Millstone Evans Group 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.

  • Millstone Evans Group held 516 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $39.3K as of Q2 2026.
  • Millstone Evans Group left its Calvert US Mid-Cap Core Responsible Index ETF share count unchanged in Q2 2026.
  • Calvert US Mid-Cap Core Responsible Index ETF made up 0.02% of Millstone Evans Group's portfolio in Q2 2026, its #395 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 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 Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.