Per Stirling Capital Management’s Calvert US Mid-Cap Core Responsible Index ETF CVMC Stock Holding History

Per Stirling Capital 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	$297K	Buy	3,904 +8	+0.2%	+$568	0.03%	284
2026 Q1	$249K	Buy	3,896 +89	+2%	+$5.9K	0.03%	280
2025 Q4	$244K	Buy	+3,807	New	+$243K	0.03%	271

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

Per Stirling Capital Management's CVMC Position: Q2 2026 in Review

Per Stirling Capital Management increased its Calvert US Mid-Cap Core Responsible Index ETF (CVMC) stake by 0.21% in Q2 2026, buying an estimated $568 and bringing the position to 3,904 shares worth $297K. The position accounts for 0.03% of the portfolio, ranked #284.

Per Stirling Capital Management first reported a position in CVMC in Q4 2025 and has held it in 3 quarters since. 51 funds tracked by Wall St. Rank hold CVMC as of Q2 2026.

Per Stirling Capital Management held 3,904 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $297K as of Q2 2026.
Per Stirling Capital Management bought 8 Calvert US Mid-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $568.
Calvert US Mid-Cap Core Responsible Index ETF made up 0.03% of Per Stirling Capital Management's portfolio in Q2 2026, its #284 holding.
Per Stirling Capital Management first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q4 2025 and has held it in 3 quarters since.
51 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q2 2026.

Based on Per Stirling Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.