Focus Financial Network’s Calvert US Mid-Cap Core Responsible Index ETF CVMC Stock Holding History

Focus Financial Network’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 Q3	$211K	Buy	+2,889	New	+$220K	0.01%	727

Other funds holding CVMC

FPF

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

LCC

Lincoln Capital Corp East Greenwich, Rhode Island $306M AUM 16.84% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Focus Financial Network's CVMC Position: Q3 2026 in Review

Focus Financial Network opened a new position in Calvert US Mid-Cap Core Responsible Index ETF (CVMC) in Q3 2026: 2,889 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #727 among its holdings.

9 funds tracked by Wall St. Rank hold CVMC as of Q3 2026.

Focus Financial Network held 2,889 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $211K as of Q3 2026.
Calvert US Mid-Cap Core Responsible Index ETF was a new Focus Financial Network position in Q3 2026.
Calvert US Mid-Cap Core Responsible Index ETF made up 0.01% of Focus Financial Network's portfolio in Q3 2026, its #727 holding.
9 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.