MWM
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Mission Wealth Management’s Calvert US Mid-Cap Core Responsible Index ETF CVMC Stock Holding History

Mission Wealth Management’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 		$325K Buy
4,263
+420
+11% +$29.8K ﹤0.01% 850
2026
Q1 		$246K Buy
+3,843
New +$255K 0.01% 660

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

Mission Wealth Management's CVMC Position: Q2 2026 in Review

Mission Wealth Management increased its Calvert US Mid-Cap Core Responsible Index ETF (CVMC) stake by 11% in Q2 2026, buying an estimated $29.8K and bringing the position to 4,263 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #850.

Mission Wealth Management first reported a position in CVMC in Q1 2026 and has held it in 2 quarters since. 52 funds tracked by Wall St. Rank hold CVMC as of Q2 2026.

  • Mission Wealth Management held 4,263 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $325K as of Q2 2026.
  • Mission Wealth Management bought 420 Calvert US Mid-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $29.8K.
  • Calvert US Mid-Cap Core Responsible Index ETF made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #850 holding.
  • Mission Wealth Management first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 52 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.