HighTower Advisors
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HighTower Advisors’s Calvert US Mid-Cap Core Responsible Index ETF CVMC Stock Holding History

HighTower Advisors’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 		$272K Buy
+3,568
New +$254K ﹤0.01% 3295
2025
Q2 		– Sell
-8,459
Closed -$480K – 3799
2025
Q1 		$480K Buy
8,459
+4,001
+90% +$239K ﹤0.01% 2495
2024
Q4 		$265K Buy
+4,458
New +$273K ﹤0.01% 2981

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

HighTower Advisors's CVMC Position: Q2 2026 in Review

HighTower Advisors opened a new position in Calvert US Mid-Cap Core Responsible Index ETF (CVMC) in Q2 2026: 3,568 shares worth $272K. The stake represents ﹤0.01% of the portfolio and ranks #3295 among its holdings. This is a return to the name: HighTower Advisors previously reported a position in CVMC as recently as Q1 2025.

HighTower Advisors first reported a position in CVMC in Q4 2024 and has held it in 3 quarters since. The position peaked at $480K in Q1 2025. 51 funds tracked by Wall St. Rank hold CVMC as of Q2 2026.

  • HighTower Advisors held 3,568 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $272K as of Q2 2026.
  • Calvert US Mid-Cap Core Responsible Index ETF was a new HighTower Advisors position in Q2 2026.
  • Calvert US Mid-Cap Core Responsible Index ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3295 holding.
  • HighTower Advisors first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q4 2024 and has held it in 3 quarters since.
  • HighTower Advisors's Calvert US Mid-Cap Core Responsible Index ETF position peaked at $480K in Q1 2025.
  • 51 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.