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

Hilltop Wealth 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
2024 Q3	–	Sell	-26,217	Closed	-$1.44M	–	52
2024 Q2	$1.44M	Buy	26,217 +62	+0.2%	+$3.44K	0.73%	23
2024 Q1	$1.51M	Buy	+26,155	New	+$1.42M	0.77%	24

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CCM

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

MCM

Manchester Capital Management Manchester, Vermont $694M AUM 22.34% 1-Year Est. Return

SFP

Sandbox Financial Partners Bethesda, Maryland $356M AUM 19.83% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Hilltop Wealth Advisors's CVMC Position: Q3 2024 in Review

Hilltop Wealth Advisors sold out of Calvert US Mid-Cap Core Responsible Index ETF (CVMC) in Q3 2024, closing a stake of 26,217 shares — an estimated $1.44M sold.

Hilltop Wealth Advisors first reported a position in CVMC in Q1 2024 and held it in 2 quarters. The position peaked at $1.51M in Q1 2024. 18 funds tracked by Wall St. Rank hold CVMC as of Q3 2024.

Hilltop Wealth Advisors reported no remaining Calvert US Mid-Cap Core Responsible Index ETF position as of Q3 2024 after selling out during the quarter.
Hilltop Wealth Advisors sold 26,217 Calvert US Mid-Cap Core Responsible Index ETF shares in Q3 2024, an estimated $1.44M.
Hilltop Wealth Advisors first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q1 2024 and held it in 2 quarters.
Hilltop Wealth Advisors's Calvert US Mid-Cap Core Responsible Index ETF position peaked at $1.51M in Q1 2024.
18 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q3 2024.

Based on Hilltop Wealth Advisors's 13F filing for Q3 2024, filed 9 Oct 2024.