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Sandbox Financial Partners’s Calvert US Mid-Cap Core Responsible Index ETF CVMC Stock Holding History

Sandbox Financial Partners’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 		$972K Buy
15,186
+8,705
+134% +$577K 0.27% 50
2025
Q4 		$416K Sell
6,481
-317
-5% -$20.2K 0.12% 81
2025
Q3 		$432K Buy
6,798
+472
+7% +$29.5K 0.12% 79
2025
Q2 		$384K Buy
6,326
+17
+0.3% +$974 0.12% 80
2025
Q1 		$358K Buy
6,309
+17
+0.3% +$1.02K 0.13% 80
2024
Q4 		$374K Buy
6,292
+23
+0.4% +$1.41K 0.12% 77
2024
Q3 		$377K Buy
6,269
+15
+0.2% +$860 0.13% 75
2024
Q2 		$345K Sell
6,254
-539
-8% -$29.9K 0.13% 75
2024
Q1 		$393K Sell
6,793
-896
-12% -$48.8K 0.17% 68
2023
Q4 		$411K Sell
7,689
-1,892
-20% -$91.9K 0.19% 62
2023
Q3 		$456K Buy
9,581
+1,933
+25% +$97.2K 0.24% 54
2023
Q2 		$389K Buy
+7,648
New +$370K 0.2% 62

Other funds holding CVMC

FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B 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 $187B AUM 21.7% 1-Year Est. Return
NI
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Sandbox Financial Partners's CVMC Position: Q1 2026 in Review

Sandbox Financial Partners increased its Calvert US Mid-Cap Core Responsible Index ETF (CVMC) stake by 134% in Q1 2026, buying an estimated $577K and bringing the position to 15,186 shares worth $972K. The position accounts for 0.27% of the portfolio, ranked #50.

Sandbox Financial Partners first reported a position in CVMC in Q2 2023 and has held it in 12 quarters since. 44 funds tracked by Wall St. Rank hold CVMC as of Q1 2026.

  • Sandbox Financial Partners held 15,186 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $972K as of Q1 2026.
  • Sandbox Financial Partners bought 8,705 Calvert US Mid-Cap Core Responsible Index ETF shares in Q1 2026, an estimated $577K.
  • Calvert US Mid-Cap Core Responsible Index ETF made up 0.27% of Sandbox Financial Partners's portfolio in Q1 2026, its #50 holding.
  • Sandbox Financial Partners first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q2 2023 and has held it in 12 quarters since.
  • 44 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q1 2026.

Based on Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.