Morgan Stanley’s Calvert US Mid-Cap Core Responsible Index ETF CVMC Stock Holding History

Morgan Stanley’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	$514K	Sell	6,754 -173,679	-96%	-$12.3M	﹤0.01%	5542
2026 Q1	$11.6M	Sell	180,433 -64,494	-26%	-$4.28M	﹤0.01%	3452
2025 Q4	$15.7M	Sell	244,927 -86,327	-26%	-$5.5M	﹤0.01%	3158
2025 Q3	$21M	Sell	331,254 -24,905	-7%	-$1.56M	﹤0.01%	2846
2025 Q2	$21.6M	Sell	356,159 -1,016	-0.3%	-$58.2K	﹤0.01%	2726
2025 Q1	$20.3M	Sell	357,175 -27,770	-7%	-$1.66M	﹤0.01%	2685
2024 Q4	$22.9M	Sell	384,945 -19,019	-5%	-$1.17M	﹤0.01%	2618
2024 Q3	$24.3M	Buy	403,964 +3,438	+0.9%	+$197K	﹤0.01%	2603
2024 Q2	$22.1M	Buy	400,526 +526	+0.1%	+$29.2K	﹤0.01%	2554
2024 Q1	$23.1M	Hold	400,000	–	–	﹤0.01%	2533
2023 Q4	$21.4M	Hold	400,000	–	–	﹤0.01%	2617
2023 Q3	$19M	Hold	400,000	–	–	﹤0.01%	2504
2023 Q2	$20.3M	Hold	400,000	–	–	﹤0.01%	2454
2023 Q1	$19.5M	Buy	+400,000	New	+$19.8M	﹤0.01%	2455

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

Morgan Stanley's CVMC Position: Q2 2026 in Review

Morgan Stanley reduced its Calvert US Mid-Cap Core Responsible Index ETF (CVMC) stake by 96% in Q2 2026, selling an estimated $12.3M and leaving 6,754 shares worth $514K. The position accounts for ﹤0.01% of the portfolio, ranked #5542.

Morgan Stanley first reported a position in CVMC in Q1 2023 and has held it in 14 quarters since. The position peaked at $24.3M in Q3 2024. 52 funds tracked by Wall St. Rank hold CVMC as of Q2 2026.

Morgan Stanley held 6,754 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $514K as of Q2 2026.
Morgan Stanley sold 173,679 Calvert US Mid-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $12.3M.
Calvert US Mid-Cap Core Responsible Index ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5542 holding.
Morgan Stanley first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q1 2023 and has held it in 14 quarters since.
Morgan Stanley's Calvert US Mid-Cap Core Responsible Index ETF position peaked at $24.3M in Q3 2024.
52 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.