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

Northwestern Mutual 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 Q2	$2.88M	Buy	37,798 +4,339	+13%	+$308K	﹤0.01%	1044
2026 Q1	$2.14M	Buy	33,459 +462	+1%	+$30.6K	﹤0.01%	1087
2025 Q4	$2.12M	Buy	32,997 +4,355	+15%	+$278K	﹤0.01%	1038
2025 Q3	$1.82M	Buy	28,642 +1,693	+6%	+$106K	﹤0.01%	1030
2025 Q2	$1.64M	Buy	+26,949	New	+$1.54M	﹤0.01%	998

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

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

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Northwestern Mutual Wealth Management's CVMC Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its Calvert US Mid-Cap Core Responsible Index ETF (CVMC) stake by 13% in Q2 2026, buying an estimated $308K and bringing the position to 37,798 shares worth $2.88M. The position accounts for ﹤0.01% of the portfolio, ranked #1044.

Northwestern Mutual Wealth Management first reported a position in CVMC in Q2 2025 and has held it in 5 quarters since. 52 funds tracked by Wall St. Rank hold CVMC as of Q2 2026.

Northwestern Mutual Wealth Management held 37,798 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $2.88M as of Q2 2026.
Northwestern Mutual Wealth Management bought 4,339 Calvert US Mid-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $308K.
Calvert US Mid-Cap Core Responsible Index ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1044 holding.
Northwestern Mutual Wealth Management first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q2 2025 and has held it in 5 quarters since.
52 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.