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
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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FPF

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LAMNM

Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

JAA

Joel Adams & Associates Asheville, North Carolina $135M AUM 10.83% 1-Year Est. Return

Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Ameritas Advisory Services's CVMC Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Calvert US Mid-Cap Core Responsible Index ETF (CVMC) in Q4 2025, closing a stake of 56 shares — an estimated $3.58K sold.

Ameritas Advisory Services first reported a position in CVMC in Q2 2025 and held it in 2 quarters. The position peaked at $3.58K in Q3 2025. 43 funds tracked by Wall St. Rank hold CVMC as of Q4 2025.

Ameritas Advisory Services reported no remaining Calvert US Mid-Cap Core Responsible Index ETF position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 56 Calvert US Mid-Cap Core Responsible Index ETF shares in Q4 2025, an estimated $3.58K.
Ameritas Advisory Services first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q2 2025 and held it in 2 quarters.
Ameritas Advisory Services's Calvert US Mid-Cap Core Responsible Index ETF position peaked at $3.58K in Q3 2025.
43 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.