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 Q2	$2.55M	Buy	33,504 +2,124	+7%	+$151K	0.56%	34
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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 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

DAS

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

Natural Investments's CVMC Position: Q2 2026 in Review

Natural Investments increased its Calvert US Mid-Cap Core Responsible Index ETF (CVMC) stake by 6.8% in Q2 2026, buying an estimated $151K and bringing the position to 33,504 shares worth $2.55M. The position accounts for 0.56% of the portfolio, ranked #34.

Natural Investments first reported a position in CVMC in Q4 2024 and has held it in 6 quarters since. 51 funds tracked by Wall St. Rank hold CVMC as of Q2 2026.

Natural Investments held 33,504 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $2.55M as of Q2 2026.
Natural Investments bought 2,124 Calvert US Mid-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $151K.
Calvert US Mid-Cap Core Responsible Index ETF made up 0.56% of Natural Investments's portfolio in Q2 2026, its #34 holding.
Natural Investments first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q4 2024 and has held it in 6 quarters since.
51 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.