Natural Investments’s Calvert US Mid-Cap Core Responsible Index ETF CVMC Stock Holding History

Natural Investments’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	$2.01M	Buy	31,380 +9,062	+41%	+$601K	0.5%	40
2025 Q4	$1.43M	Buy	+22,318	New	+$1.42M	0.36%	66
2025 Q3	–	Sell	-6,097	Closed	-$370K	–	246
2025 Q2	$370K	Buy	6,097 +14	+0.2%	+$802	0.1%	177
2025 Q1	$345K	Sell	6,083 -528	-8%	-$31.6K	0.1%	175
2024 Q4	$392K	Buy	+6,611	New	+$405K	0.11%	162

Other funds holding CVMC

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Natural Investments's CVMC Position: Q1 2026 in Review

Natural Investments increased its Calvert US Mid-Cap Core Responsible Index ETF (CVMC) stake by 41% in Q1 2026, buying an estimated $601K and bringing the position to 31,380 shares worth $2.01M. The position accounts for 0.5% of the portfolio, ranked #40.

Natural Investments first reported a position in CVMC in Q4 2024 and has held it in 5 quarters since. 44 funds tracked by Wall St. Rank hold CVMC as of Q1 2026.

Natural Investments held 31,380 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $2.01M as of Q1 2026.
Natural Investments bought 9,062 Calvert US Mid-Cap Core Responsible Index ETF shares in Q1 2026, an estimated $601K.
Calvert US Mid-Cap Core Responsible Index ETF made up 0.5% of Natural Investments's portfolio in Q1 2026, its #40 holding.
Natural Investments first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q4 2024 and has held it in 5 quarters since.
44 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q1 2026.

Based on Natural Investments's 13F filing for Q1 2026, filed 1 May 2026.