Community Bank’s Calvert US Mid-Cap Core Responsible Index ETF CVMC Stock Holding History

Community Bank’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
2024 Q4	–	Sell	-40	Closed	-$2.41K	–	393
2024 Q3	$2.41K	Hold	40	–	–	﹤0.01%	373
2024 Q2	$2.2K	Hold	40	–	–	﹤0.01%	391
2024 Q1	$2.31K	Hold	40	–	–	﹤0.01%	394
2023 Q4	$2.14K	Hold	40	–	–	﹤0.01%	401
2023 Q3	$1.9K	Hold	40	–	–	﹤0.01%	401
2023 Q2	$2.03K	Hold	40	–	–	﹤0.01%	417
2023 Q1	$1.95K	Buy	+40	New	+$1.98K	﹤0.01%	441

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

AIM

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

LAMNM

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MCM

Manchester Capital Management Manchester, Vermont $694M AUM 22.34% 1-Year Est. Return

Community Bank's CVMC Position: Q4 2024 in Review

Community Bank sold out of Calvert US Mid-Cap Core Responsible Index ETF (CVMC) in Q4 2024, closing a stake of 40 shares — an estimated $2.41K sold.

Community Bank first reported a position in CVMC in Q1 2023 and held it in 7 quarters. The position peaked at $2.41K in Q3 2024. 23 funds tracked by Wall St. Rank hold CVMC as of Q4 2024.

Community Bank reported no remaining Calvert US Mid-Cap Core Responsible Index ETF position as of Q4 2024 after selling out during the quarter.
Community Bank sold 40 Calvert US Mid-Cap Core Responsible Index ETF shares in Q4 2024, an estimated $2.41K.
Community Bank first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q1 2023 and held it in 7 quarters.
Community Bank's Calvert US Mid-Cap Core Responsible Index ETF position peaked at $2.41K in Q3 2024.
23 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q4 2024.

Based on Community Bank's 13F filing for Q4 2024, filed 11 Feb 2025.