LPL Financial
CVMC icon

LPL Financial’s Calvert US Mid-Cap Core Responsible Index ETF CVMC Stock Holding History

LPL Financial’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 		$221K Buy
+2,905
New +$206K ﹤0.01% 5687
2026
Q1 		– Sell
-3,136
Closed -$201K – 6027
2025
Q4 		$201K Sell
3,136
-2,126
-40% -$135K ﹤0.01% 5442
2025
Q3 		$334K Sell
5,262
-42
-0.8% -$2.62K ﹤0.01% 4971
2025
Q2 		$322K Buy
+5,304
New +$304K ﹤0.01% 4726

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

LPL Financial's CVMC Position: Q2 2026 in Review

LPL Financial opened a new position in Calvert US Mid-Cap Core Responsible Index ETF (CVMC) in Q2 2026: 2,905 shares worth $221K. The stake represents ﹤0.01% of the portfolio and ranks #5687 among its holdings. This is a return to the name: LPL Financial previously reported a position in CVMC as recently as Q4 2025.

LPL Financial first reported a position in CVMC in Q2 2025 and has held it in 4 quarters since. The position peaked at $334K in Q3 2025. 52 funds tracked by Wall St. Rank hold CVMC as of Q2 2026.

  • LPL Financial held 2,905 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $221K as of Q2 2026.
  • Calvert US Mid-Cap Core Responsible Index ETF was a new LPL Financial position in Q2 2026.
  • Calvert US Mid-Cap Core Responsible Index ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5687 holding.
  • LPL Financial first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q2 2025 and has held it in 4 quarters since.
  • LPL Financial's Calvert US Mid-Cap Core Responsible Index ETF position peaked at $334K in Q3 2025.
  • 52 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.