TFC Financial Management »

Etf Calvert Us Mid-cap Core shares owned by TFC Financial Management

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

Historical chart of TFC Financial 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 TFC Financial Management 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 TFC Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.7M 61k 76.13

More positions owned by TFC Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Core Msci Emkt (IEMG)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)
Vanguard Index Fds Large Cap Etf (VV)
Johnson & Johnson (JNJ)
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)
Apple (AAPL)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)

View all positions for TFC Financial Management

Top funds holding Etf Calvert Us Mid-cap Core

First Pacific Financial
Morgan Stanley
EP Wealth Advisors
Financial Engines Advisors L.L.C
Goldman Sachs Group
TFC Financial 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

View all funds holding Etf Calvert Us Mid-cap Core