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Harbour Investments’s Calvert US Mid-Cap Core Responsible Index ETF CVMC Stock Holding History

Harbour Investments’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 		$63.4K Sell
833
-233
-22% -$16.6K ﹤0.01% 2273
2026
Q1 		$68.3K Buy
1,066
+474
+80% +$31.4K ﹤0.01% 2169
2025
Q4 		$38K Sell
592
-251
-30% -$16K ﹤0.01% 2089
2025
Q3 		$53.5K Sell
843
-492
-37% -$30.7K ﹤0.01% 1878
2025
Q2 		$81.1K Buy
1,335
+249
+23% +$14.3K ﹤0.01% 1598
2025
Q1 		$61.6K Sell
1,086
-39
-3% -$2.33K ﹤0.01% 1668
2024
Q4 		$66.8K Buy
1,125
+165
+17% +$10.1K ﹤0.01% 1575
2024
Q3 		$57.7K Buy
960
+214
+29% +$12.3K ﹤0.01% 1590
2024
Q2 		$41.1K Buy
746
+177
+31% +$9.83K ﹤0.01% 1648
2024
Q1 		$32.9K Buy
569
+521
+1,085% +$28.4K ﹤0.01% 1726
2023
Q4 		$2.56K Buy
+48
New +$2.33K ﹤0.01% 2619

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

Harbour Investments's CVMC Position: Q2 2026 in Review

Harbour Investments reduced its Calvert US Mid-Cap Core Responsible Index ETF (CVMC) stake by 22% in Q2 2026, selling an estimated $16.6K and leaving 833 shares worth $63.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2273.

Harbour Investments first reported a position in CVMC in Q4 2023 and has held it in 11 quarters since. The position peaked at $81.1K in Q2 2025. 52 funds tracked by Wall St. Rank hold CVMC as of Q2 2026.

  • Harbour Investments held 833 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $63.4K as of Q2 2026.
  • Harbour Investments sold 233 Calvert US Mid-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $16.6K.
  • Calvert US Mid-Cap Core Responsible Index ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2273 holding.
  • Harbour Investments first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q4 2023 and has held it in 11 quarters since.
  • Harbour Investments's Calvert US Mid-Cap Core Responsible Index ETF position peaked at $81.1K in Q2 2025.
  • 52 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.