Valley National Advisers’s Calvert US Mid-Cap Core Responsible Index ETF CVMC Stock Holding History

Valley National Advisers’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	$118K	Sell	1,555 -183	-11%	-$13K	0.01%	315
2026 Q1	$111K	Buy	1,738 +18	+1%	+$1.19K	0.01%	303
2025 Q4	$110K	Buy	1,720 +121	+8%	+$7.71K	0.02%	298
2025 Q3	$101K	Buy	1,599 +825	+107%	+$51.5K	0.02%	297
2025 Q2	$46K	Buy	774 +24	+3%	+$1.38K	0.01%	389
2025 Q1	$42K	Buy	+750	New	+$44.8K	0.01%	396

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

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

Valley National Advisers's CVMC Position: Q2 2026 in Review

Valley National Advisers reduced its Calvert US Mid-Cap Core Responsible Index ETF (CVMC) stake by 11% in Q2 2026, selling an estimated $13K and leaving 1,555 shares worth $118K. The position accounts for 0.01% of the portfolio, ranked #315.

Valley National Advisers first reported a position in CVMC in Q1 2025 and has held it in 6 quarters since. 52 funds tracked by Wall St. Rank hold CVMC as of Q2 2026.

Valley National Advisers held 1,555 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $118K as of Q2 2026.
Valley National Advisers sold 183 Calvert US Mid-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $13K.
Calvert US Mid-Cap Core Responsible Index ETF made up 0.01% of Valley National Advisers's portfolio in Q2 2026, its #315 holding.
Valley National Advisers first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q1 2025 and has held it in 6 quarters since.
52 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.