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

North Berkeley 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 Q1	$2.45M	Buy	38,261 +28,403	+288%	+$1.88M	1.29%	21
2025 Q4	$632K	Buy	+9,858	New	+$628K	0.37%	40

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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) 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

North Berkeley Wealth Management's CVMC Position: Q1 2026 in Review

North Berkeley Wealth Management increased its Calvert US Mid-Cap Core Responsible Index ETF (CVMC) stake by 288% in Q1 2026, buying an estimated $1.88M and bringing the position to 38,261 shares worth $2.45M. The position accounts for 1.29% of the portfolio, ranked #21.

North Berkeley Wealth Management first reported a position in CVMC in Q4 2025 and has held it in 2 quarters since. 44 funds tracked by Wall St. Rank hold CVMC as of Q1 2026.

North Berkeley Wealth Management held 38,261 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $2.45M as of Q1 2026.
North Berkeley Wealth Management bought 28,403 Calvert US Mid-Cap Core Responsible Index ETF shares in Q1 2026, an estimated $1.88M.
Calvert US Mid-Cap Core Responsible Index ETF made up 1.29% of North Berkeley Wealth Management's portfolio in Q1 2026, its #21 holding.
North Berkeley Wealth Management first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q4 2025 and has held it in 2 quarters since.
44 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q1 2026.

Based on North Berkeley Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.