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

Horizon 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	$358K	Sell	4,697 -6,379	-58%	-$453K	﹤0.01%	913
2026 Q1	$709K	Buy	+11,076	New	+$735K	0.01%	783

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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Horizon Investments's CVMC Position: Q2 2026 in Review

Horizon Investments reduced its Calvert US Mid-Cap Core Responsible Index ETF (CVMC) stake by 58% in Q2 2026, selling an estimated $453K and leaving 4,697 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #913.

Horizon Investments first reported a position in CVMC in Q1 2026 and has held it in 2 quarters since. The position peaked at $709K in Q1 2026. 52 funds tracked by Wall St. Rank hold CVMC as of Q2 2026.

Horizon Investments held 4,697 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $358K as of Q2 2026.
Horizon Investments sold 6,379 Calvert US Mid-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $453K.
Calvert US Mid-Cap Core Responsible Index ETF made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #913 holding.
Horizon Investments first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q1 2026 and has held it in 2 quarters since.
Horizon Investments's Calvert US Mid-Cap Core Responsible Index ETF position peaked at $709K in Q1 2026.
52 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q2 2026.

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