BSW Wealth Partners »

Etf Calvert Us Mid-cap Core shares owned by BSW Wealth Partners

Quarter-by-quarter ownership of Etf Calvert Us Mid-cap Core (CVMC) shares owned by BSW Wealth Partners from 13F filings

Historical chart of BSW Wealth Partners investment in Etf Calvert Us Mid-cap Core

Tip: Access up to 7 years of quarterly data

All positions including Etf Calvert Us Mid-cap Core held by BSW Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Etf Calvert Us Mid-cap Core by BSW Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $301k 4.7k 63.49

More positions owned by BSW Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Intl (IDEV)
Apple (AAPL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core 60/40 Balan (AOR)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
American Centy Etf Tr Emerging Mkt Val (AVES)
Ishares Gold Tr Ishares New (IAU)

View all positions for BSW Wealth Partners

Top funds holding Etf Calvert Us Mid-cap Core

Morgan Stanley
First Pacific Financial
Financial Engines Advisors L.L.C
LongView Asset Management
Archer Investment Management
Northwestern Mutual Wealth Management Company
Joel Adams & Associates
Summit Investment Advisors
CWM
Colorado Capital Management
Commonwealth Equity Services
Creative Planning
BBR Partners
Sandbox Financial Partners
Private Advisor

View all funds holding Etf Calvert Us Mid-cap Core