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Etf Calvert Us Mid-cap Core shares owned by Joel Adams & Associates

Quarter-by-quarter ownership of Etf Calvert Us Mid-cap Core (CVMC) shares owned by Joel Adams & Associates from 13F filings

Historical chart of Joel Adams & Associates 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 Joel Adams & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Etf Calvert Us Mid-cap Core by Joel Adams & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.6M 25k 64.13
2025-09-30 $1.5M 23k 63.49

More positions owned by Joel Adams & Associates

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Vanguard World Esg Intl Stk Etf (VSGX)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr National Mun Etf (MUB)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Broad Usd High (USHY)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Joel Adams & Associates

Top funds holding Etf Calvert Us Mid-cap Core

First Pacific Financial
Financial Engines Advisors L.L.C
LongView Asset Management
Archer Investment Management
Northwestern Mutual Wealth Management Company
Joel Adams & Associates
Natural Investments
Summit Investment Advisors
CWM
Dynamic Advisors Solutions
Commonwealth Equity Services
Creative Planning
BBR Partners
Montecito Bank & Trust
Sandbox Financial Partners

View all funds holding Etf Calvert Us Mid-cap Core