Creative Planning’s Calvert US Mid-Cap Core Responsible Index ETF CVMC Stock Holding History

Creative Planning’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	$900K	Hold	11,826	–	–	﹤0.01%	2728
2026 Q1	$757K	Buy	11,826 +207	+2%	+$13.7K	﹤0.01%	2690
2025 Q4	$745K	Buy	11,619 +1,293	+13%	+$82.4K	﹤0.01%	2510
2025 Q3	$656K	Hold	10,326	–	–	﹤0.01%	2490
2025 Q2	$627K	Hold	10,326	–	–	﹤0.01%	2262
2025 Q1	$586K	Hold	10,326	–	–	﹤0.01%	2142
2024 Q4	$613K	Buy	+10,326	New	+$633K	﹤0.01%	2044

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

Creative Planning's CVMC Position: Q2 2026 in Review

Creative Planning held its Calvert US Mid-Cap Core Responsible Index ETF (CVMC) position steady in Q2 2026 at 11,826 shares worth $900K. The position accounts for ﹤0.01% of the portfolio, ranked #2728.

Creative Planning first reported a position in CVMC in Q4 2024 and has held it in 7 quarters since. 52 funds tracked by Wall St. Rank hold CVMC as of Q2 2026.

Creative Planning held 11,826 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $900K as of Q2 2026.
Creative Planning left its Calvert US Mid-Cap Core Responsible Index ETF share count unchanged in Q2 2026.
Calvert US Mid-Cap Core Responsible Index ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2728 holding.
Creative Planning first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q4 2024 and has held it in 7 quarters since.
52 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.