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

Money Concepts Capital’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	$334K	Sell	4,383 -250	-5%	-$17.8K	0.02%	494
2026 Q1	$297K	Hold	4,633	–	–	0.02%	470
2025 Q4	$297K	Buy	4,633 +193	+4%	+$12.3K	0.02%	429
2025 Q3	$282K	Hold	4,440	–	–	0.02%	399
2025 Q2	$270K	Buy	4,440 +492	+12%	+$28.2K	0.02%	391
2025 Q1	$224K	Buy	+3,948	New	+$236K	0.02%	392

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

Money Concepts Capital's CVMC Position: Q2 2026 in Review

Money Concepts Capital reduced its Calvert US Mid-Cap Core Responsible Index ETF (CVMC) stake by 5.4% in Q2 2026, selling an estimated $17.8K and leaving 4,383 shares worth $334K. The position accounts for 0.02% of the portfolio, ranked #494.

Money Concepts Capital first reported a position in CVMC in Q1 2025 and has held it in 6 quarters since. 52 funds tracked by Wall St. Rank hold CVMC as of Q2 2026.

Money Concepts Capital held 4,383 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $334K as of Q2 2026.
Money Concepts Capital sold 250 Calvert US Mid-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $17.8K.
Calvert US Mid-Cap Core Responsible Index ETF made up 0.02% of Money Concepts Capital's portfolio in Q2 2026, its #494 holding.
Money Concepts Capital first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q1 2025 and has held it in 6 quarters since.
52 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.