EP Wealth Advisors »

Etf Calvert Us Mid-cap Core shares owned by EP Wealth Advisors

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

Historical chart of EP Wealth Advisors 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 EP Wealth Advisors 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 EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.0M 110k 64.02

More positions owned by EP Wealth Advisors

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for EP Wealth Advisors

Top funds holding Etf Calvert Us Mid-cap Core

First Pacific Financial
Morgan Stanley
Financial Engines Advisors L.L.C
EP Wealth Advisors
LongView Asset Management
North Berkeley Wealth Management
Northwestern Mutual Wealth Management Company
Natural Investments
Joel Adams & Associates
Summit Investment Advisors
CWM
Dynamic Advisors Solutions
Sandbox Financial Partners
Commonwealth Equity Services
Creative Planning

View all funds holding Etf Calvert Us Mid-cap Core