Colorado Capital Management’s Calvert US Mid-Cap Core Responsible Index ETF CVMC Stock Holding History

Colorado Capital Management’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	$284K	Sell	3,736 -1,303	-26%	-$92.6K	0.1%	90
2026 Q1	$323K	Sell	5,039 -200	-4%	-$13.3K	0.12%	88
2025 Q4	$336K	Sell	5,239 -6,142	-54%	-$391K	0.13%	87
2025 Q3	$723K	Sell	11,381 -6,585	-37%	-$411K	0.28%	62
2025 Q2	$1.09M	Sell	17,966 -3,949	-18%	-$226K	0.47%	50
2025 Q1	$1.24M	Sell	21,915 -478	-2%	-$28.6K	0.58%	42
2024 Q4	$1.33M	Sell	22,393 -1,269	-5%	-$77.8K	0.64%	40
2024 Q3	$1.42M	Sell	23,662 -3,101	-12%	-$178K	0.7%	41
2024 Q2	$1.48M	Sell	26,763 -1,560	-6%	-$86.6K	0.82%	35
2024 Q1	$1.64M	Buy	28,323 +6,460	+30%	+$352K	0.95%	29
2023 Q4	$1.17M	Buy	21,863 +12,536	+134%	+$609K	0.77%	38
2023 Q3	$444K	Buy	+9,327	New	+$469K	0.34%	46

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

Colorado Capital Management's CVMC Position: Q2 2026 in Review

Colorado Capital Management reduced its Calvert US Mid-Cap Core Responsible Index ETF (CVMC) stake by 26% in Q2 2026, selling an estimated $92.6K and leaving 3,736 shares worth $284K. The position accounts for 0.1% of the portfolio, ranked #90.

Colorado Capital Management first reported a position in CVMC in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.64M in Q1 2024. 52 funds tracked by Wall St. Rank hold CVMC as of Q2 2026.

Colorado Capital Management held 3,736 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $284K as of Q2 2026.
Colorado Capital Management sold 1,303 Calvert US Mid-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $92.6K.
Calvert US Mid-Cap Core Responsible Index ETF made up 0.1% of Colorado Capital Management's portfolio in Q2 2026, its #90 holding.
Colorado Capital Management first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q3 2023 and has held it in 12 quarters since.
Colorado Capital Management's Calvert US Mid-Cap Core Responsible Index ETF position peaked at $1.64M in Q1 2024.
52 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q2 2026.

Based on Colorado Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.