MWM
CVMC icon

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

Modern Wealth 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
2026
Q1 		– Sell
-4,483
Closed -$287K – 896
2025
Q4 		$287K Hold
4,483
– – 0.01% 696
2025
Q3 		$285K Sell
4,483
-539
-11% -$33.7K 0.01% 663
2025
Q2 		$305K Buy
+5,022
New +$288K 0.01% 606

Other funds holding CVMC

FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Modern Wealth Management's CVMC Position: Q1 2026 in Review

Modern Wealth Management sold out of Calvert US Mid-Cap Core Responsible Index ETF (CVMC) in Q1 2026, closing a stake of 4,483 shares — an estimated $287K sold.

Modern Wealth Management first reported a position in CVMC in Q2 2025 and held it in 3 quarters. The position peaked at $305K in Q2 2025. 44 funds tracked by Wall St. Rank hold CVMC as of Q1 2026.

  • Modern Wealth Management reported no remaining Calvert US Mid-Cap Core Responsible Index ETF position as of Q1 2026 after selling out during the quarter.
  • Modern Wealth Management sold 4,483 Calvert US Mid-Cap Core Responsible Index ETF shares in Q1 2026, an estimated $287K.
  • Modern Wealth Management first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q2 2025 and held it in 3 quarters.
  • Modern Wealth Management's Calvert US Mid-Cap Core Responsible Index ETF position peaked at $305K in Q2 2025.
  • 44 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.