Osaic Holdings
CVMC icon

Osaic Holdings’s Calvert US Mid-Cap Core Responsible Index ETF CVMC Stock Holding History

Osaic Holdings’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 		$190K Buy
2,500
+253
+11% +$18K ﹤0.01% 4470
2026
Q1 		$144K Buy
2,247
+616
+38% +$40.9K ﹤0.01% 4417
2025
Q4 		$105K Buy
1,631
+219
+16% +$14K ﹤0.01% 4667
2025
Q3 		$89.5K Sell
1,412
-142
-9% -$8.87K ﹤0.01% 4881
2025
Q2 		$94.3K Sell
1,554
-688
-31% -$39.4K ﹤0.01% 4550
2025
Q1 		$127K Buy
2,242
+807
+56% +$48.2K ﹤0.01% 3996
2024
Q4 		$85.3K Buy
1,435
+155
+12% +$9.5K ﹤0.01% 4300
2024
Q3 		$77K Buy
1,280
+865
+208% +$49.6K ﹤0.01% 4412
2024
Q2 		$22.9K Buy
415
+105
+34% +$5.83K ﹤0.01% 5250
2024
Q1 		$17.9K Hold
310
– – ﹤0.01% 5427
2023
Q4 		$16.6K Buy
+310
New +$15.1K ﹤0.01% 5593

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
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Goldman Sachs
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
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

Osaic Holdings's CVMC Position: Q2 2026 in Review

Osaic Holdings increased its Calvert US Mid-Cap Core Responsible Index ETF (CVMC) stake by 11% in Q2 2026, buying an estimated $18K and bringing the position to 2,500 shares worth $190K. The position accounts for ﹤0.01% of the portfolio, ranked #4470.

Osaic Holdings first reported a position in CVMC in Q4 2023 and has held it in 11 quarters since. 52 funds tracked by Wall St. Rank hold CVMC as of Q2 2026.

  • Osaic Holdings held 2,500 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $190K as of Q2 2026.
  • Osaic Holdings bought 253 Calvert US Mid-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $18K.
  • Calvert US Mid-Cap Core Responsible Index ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #4470 holding.
  • Osaic Holdings first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q4 2023 and has held it in 11 quarters since.
  • 52 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.