Ameritas Advisory Services’s Calvert US Mid-Cap Core Responsible Index ETF CVMC Stock Holding History

Ameritas Advisory Services’s Portfolio CVMC Stock Details CVMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.33K	Buy	+57	New	+$4.05K	﹤0.01%	1592
2025 Q4	–	Sell	-56	Closed	-$3.58K	–	1178
2025 Q3	$3.58K	Hold	56	–	–	﹤0.01%	1901
2025 Q2	$3.41K	Buy	+56	New	+$3.21K	﹤0.01%	2360

Other funds holding CVMC

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TFM

TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return

NBWM

North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

JAA

Joel Adams & Associates Asheville, North Carolina $156M AUM 15.16% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return

Ameritas Advisory Services's CVMC Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in Calvert US Mid-Cap Core Responsible Index ETF (CVMC) in Q2 2026: 57 shares worth $4.33K. The stake represents ﹤0.01% of the portfolio and ranks #1592 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in CVMC as recently as Q3 2025.

Ameritas Advisory Services first reported a position in CVMC in Q2 2025 and has held it in 3 quarters since. 51 funds tracked by Wall St. Rank hold CVMC as of Q2 2026.

Ameritas Advisory Services held 57 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $4.33K as of Q2 2026.
Calvert US Mid-Cap Core Responsible Index ETF was a new Ameritas Advisory Services position in Q2 2026.
Calvert US Mid-Cap Core Responsible Index ETF made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1592 holding.
Ameritas Advisory Services first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q2 2025 and has held it in 3 quarters since.
51 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.