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
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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LAMNM

Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HighTower Advisors's CVMC Position: Q2 2025 in Review

HighTower Advisors sold out of Calvert US Mid-Cap Core Responsible Index ETF (CVMC) in Q2 2025, closing a stake of 8,459 shares — an estimated $480K sold.

HighTower Advisors first reported a position in CVMC in Q4 2024 and held it in 2 quarters. The position peaked at $480K in Q1 2025. 32 funds tracked by Wall St. Rank hold CVMC as of Q2 2025.

HighTower Advisors reported no remaining Calvert US Mid-Cap Core Responsible Index ETF position as of Q2 2025 after selling out during the quarter.
HighTower Advisors sold 8,459 Calvert US Mid-Cap Core Responsible Index ETF shares in Q2 2025, an estimated $480K.
HighTower Advisors first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q4 2024 and held it in 2 quarters.
HighTower Advisors's Calvert US Mid-Cap Core Responsible Index ETF position peaked at $480K in Q1 2025.
32 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q2 2025.

Based on HighTower Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.