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Meriwether Wealth & Planning’s Calvert US Mid-Cap Core Responsible Index ETF CVMC Stock Holding History

Meriwether Wealth & Planning’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
-3,969
Closed -$225K – 130
2025
Q1 		$225K Sell
3,969
-357
-8% -$21.3K 0.15% 108
2024
Q4 		$257K Buy
+4,326
New +$265K 0.18% 96

Other funds holding CVMC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $777M AUM 13.71% 1-Year Est. Return
Financial Engines Advisors
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
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Meriwether Wealth & Planning's CVMC Position: Q2 2025 in Review

Meriwether Wealth & Planning sold out of Calvert US Mid-Cap Core Responsible Index ETF (CVMC) in Q2 2025, closing a stake of 3,969 shares — an estimated $225K sold.

Meriwether Wealth & Planning first reported a position in CVMC in Q4 2024 and held it in 2 quarters. The position peaked at $257K in Q4 2024. 32 funds tracked by Wall St. Rank hold CVMC as of Q2 2025.

  • Meriwether Wealth & Planning reported no remaining Calvert US Mid-Cap Core Responsible Index ETF position as of Q2 2025 after selling out during the quarter.
  • Meriwether Wealth & Planning sold 3,969 Calvert US Mid-Cap Core Responsible Index ETF shares in Q2 2025, an estimated $225K.
  • Meriwether Wealth & Planning first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q4 2024 and held it in 2 quarters.
  • Meriwether Wealth & Planning's Calvert US Mid-Cap Core Responsible Index ETF position peaked at $257K in Q4 2024.
  • 32 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q2 2025.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2025, filed 11 Jul 2025.