Manchester Capital Management’s Calvert US Mid-Cap Core Responsible Index ETF CVMC Stock Holding History

Manchester Capital Management’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	-8,796	Closed	-$499K	–	1208
2025 Q1	$499K	Hold	8,796	–	–	0.06%	197
2024 Q4	$523K	Hold	8,796	–	–	0.06%	188
2024 Q3	$529K	Hold	8,796	–	–	0.06%	188
2024 Q2	$485K	Buy	+8,796	New	+$488K	0.06%	194

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

Manchester Capital Management's CVMC Position: Q2 2025 in Review

Manchester Capital Management sold out of Calvert US Mid-Cap Core Responsible Index ETF (CVMC) in Q2 2025, closing a stake of 8,796 shares — an estimated $499K sold.

Manchester Capital Management first reported a position in CVMC in Q2 2024 and held it in 4 quarters. The position peaked at $529K in Q3 2024. 32 funds tracked by Wall St. Rank hold CVMC as of Q2 2025.

Manchester Capital Management reported no remaining Calvert US Mid-Cap Core Responsible Index ETF position as of Q2 2025 after selling out during the quarter.
Manchester Capital Management sold 8,796 Calvert US Mid-Cap Core Responsible Index ETF shares in Q2 2025, an estimated $499K.
Manchester Capital Management first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q2 2024 and held it in 4 quarters.
Manchester Capital Management's Calvert US Mid-Cap Core Responsible Index ETF position peaked at $529K in Q3 2024.
32 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q2 2025.

Based on Manchester Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.