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Montecito Bank & Trust’s Calvert US Mid-Cap Core Responsible Index ETF CVMC Stock Holding History

Montecito Bank & Trust’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 		– Sell
-7,345
Closed -$471K – 270
2025
Q4 		$471K Buy
+7,345
New +$468K 0.08% 207

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 $247M AUM 30.06% 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

Montecito Bank & Trust's CVMC Position: Q1 2026 in Review

Montecito Bank & Trust sold out of Calvert US Mid-Cap Core Responsible Index ETF (CVMC) in Q1 2026, closing a stake of 7,345 shares — an estimated $471K sold.

Montecito Bank & Trust first reported a position in CVMC in Q4 2025 and held it in 1 quarter. The position peaked at $471K in Q4 2025. 44 funds tracked by Wall St. Rank hold CVMC as of Q1 2026.

  • Montecito Bank & Trust reported no remaining Calvert US Mid-Cap Core Responsible Index ETF position as of Q1 2026 after selling out during the quarter.
  • Montecito Bank & Trust sold 7,345 Calvert US Mid-Cap Core Responsible Index ETF shares in Q1 2026, an estimated $471K.
  • Montecito Bank & Trust first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q4 2025 and held it in 1 quarter.
  • Montecito Bank & Trust's Calvert US Mid-Cap Core Responsible Index ETF position peaked at $471K 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 Montecito Bank & Trust's 13F filing for Q1 2026, filed 16 Apr 2026.