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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

NBWM

North Berkeley Wealth Management Berkeley, California $189M AUM 19.77% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return

JAA

Joel Adams & Associates Asheville, North Carolina $135M AUM 10.83% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Per Stirling Capital Management's CVMC Position: Q1 2026 in Review

Per Stirling Capital Management increased its Calvert US Mid-Cap Core Responsible Index ETF (CVMC) stake by 2.3% in Q1 2026, buying an estimated $5.9K and bringing the position to 3,896 shares worth $249K. The position accounts for 0.03% of the portfolio, ranked #280.

Per Stirling Capital Management first reported a position in CVMC in Q4 2025 and has held it in 2 quarters since. 44 funds tracked by Wall St. Rank hold CVMC as of Q1 2026.

Per Stirling Capital Management held 3,896 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $249K as of Q1 2026.
Per Stirling Capital Management bought 89 Calvert US Mid-Cap Core Responsible Index ETF shares in Q1 2026, an estimated $5.9K.
Calvert US Mid-Cap Core Responsible Index ETF made up 0.03% of Per Stirling Capital Management's portfolio in Q1 2026, its #280 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 2 quarters since.
44 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.