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 Q2	$4.02M	Buy	52,819 +14,558	+38%	+$1.03M	1.63%	19
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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

DAS

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

North Berkeley Wealth Management's CVMC Position: Q2 2026 in Review

North Berkeley Wealth Management increased its Calvert US Mid-Cap Core Responsible Index ETF (CVMC) stake by 38% in Q2 2026, buying an estimated $1.03M and bringing the position to 52,819 shares worth $4.02M. The position accounts for 1.63% of the portfolio, ranked #19.

North Berkeley Wealth Management first reported a position in CVMC in Q4 2025 and has held it in 3 quarters since. 52 funds tracked by Wall St. Rank hold CVMC as of Q2 2026.

North Berkeley Wealth Management held 52,819 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $4.02M as of Q2 2026.
North Berkeley Wealth Management bought 14,558 Calvert US Mid-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $1.03M.
Calvert US Mid-Cap Core Responsible Index ETF made up 1.63% of North Berkeley Wealth Management's portfolio in Q2 2026, its #19 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 3 quarters since.
52 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q2 2026.

Based on North Berkeley Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.