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

Gemmer Asset 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 		$245K Sell
3,213
-7
-0.2% -$497 0.02% 160
2026
Q1 		$206K Buy
+3,220
New +$214K 0.02% 167

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
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Goldman Sachs
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
NI
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

Gemmer Asset Management's CVMC Position: Q2 2026 in Review

Gemmer Asset Management reduced its Calvert US Mid-Cap Core Responsible Index ETF (CVMC) stake by 0.22% in Q2 2026, selling an estimated $497 and leaving 3,213 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #160.

Gemmer Asset Management first reported a position in CVMC in Q1 2026 and has held it in 2 quarters since. 52 funds tracked by Wall St. Rank hold CVMC as of Q2 2026.

  • Gemmer Asset Management held 3,213 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $245K as of Q2 2026.
  • Gemmer Asset Management sold 7 Calvert US Mid-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $497.
  • Calvert US Mid-Cap Core Responsible Index ETF made up 0.02% of Gemmer Asset Management's portfolio in Q2 2026, its #160 holding.
  • Gemmer Asset Management first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 52 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q2 2026.

Based on Gemmer Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.