BSW Wealth Partners’s Calvert US Mid-Cap Core Responsible Index ETF CVMC Stock Holding History

BSW Wealth Partners’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	$362K	Sell	4,754 -86	-2%	-$6.11K	0.04%	225
2026 Q1	$310K	Buy	4,840 +162	+3%	+$10.7K	0.04%	245
2025 Q4	$300K	Sell	4,678 -69	-1%	-$4.4K	0.04%	244
2025 Q3	$301K	Buy	+4,747	New	+$297K	0.04%	252

Other funds holding CVMC

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 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

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

AIM

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

LCC

Lincoln Capital Corp East Greenwich, Rhode Island $308M AUM 24.88% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

BSW Wealth Partners's CVMC Position: Q2 2026 in Review

BSW Wealth Partners reduced its Calvert US Mid-Cap Core Responsible Index ETF (CVMC) stake by 1.8% in Q2 2026, selling an estimated $6.11K and leaving 4,754 shares worth $362K. The position accounts for 0.04% of the portfolio, ranked #225.

BSW Wealth Partners first reported a position in CVMC in Q3 2025 and has held it in 4 quarters since. 15 funds tracked by Wall St. Rank hold CVMC as of Q2 2026.

BSW Wealth Partners held 4,754 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $362K as of Q2 2026.
BSW Wealth Partners sold 86 Calvert US Mid-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $6.11K.
Calvert US Mid-Cap Core Responsible Index ETF made up 0.04% of BSW Wealth Partners's portfolio in Q2 2026, its #225 holding.
BSW Wealth Partners first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q3 2025 and has held it in 4 quarters since.
15 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.