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Etf Calvert Us Mid-cap Core shares owned by North Berkeley Wealth Management

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

Historical chart of North Berkeley Wealth Management 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 North Berkeley Wealth Management 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 North Berkeley Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $632k 9.9k 64.13

More positions owned by North Berkeley Wealth Management

Schwab Strategic Tr Government Money (SGVT)
Simpson Manufacturing (SSD)
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Manager Directed Portfolios Vert Glb Sust Re (VGSR)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Real Estate E (DFAR)
Ishares Tr Core Us Aggbd Et (AGG)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for North Berkeley Wealth Management

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
North Berkeley Wealth Management
BBR Partners
Montecito Bank & Trust

View all funds holding Etf Calvert Us Mid-cap Core