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

RMG 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	–	Sell	-5,703	Closed	-$405K	–	607
2026 Q1	$405K	Buy	+5,703	New	+$378K	0.05%	44
2025 Q4	–	Sell	-2,969	Closed	-$190K	–	424
2025 Q3	$190K	Sell	2,969 -349	-11%	-$21.8K	0.03%	61
2025 Q2	$204K	Buy	+3,318	New	+$190K	0.03%	59

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

RMG Wealth Management's CVMC Position: Q2 2026 in Review

RMG Wealth Management sold out of Calvert US Mid-Cap Core Responsible Index ETF (CVMC) in Q2 2026, closing a stake of 5,703 shares — an estimated $405K sold.

RMG Wealth Management first reported a position in CVMC in Q2 2025 and held it in 3 quarters. The position peaked at $405K in Q1 2026. 51 funds tracked by Wall St. Rank hold CVMC as of Q2 2026.

RMG Wealth Management reported no remaining Calvert US Mid-Cap Core Responsible Index ETF position as of Q2 2026 after selling out during the quarter.
RMG Wealth Management sold 5,703 Calvert US Mid-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $405K.
RMG Wealth Management first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q2 2025 and held it in 3 quarters.
RMG Wealth Management's Calvert US Mid-Cap Core Responsible Index ETF position peaked at $405K in Q1 2026.
51 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q2 2026.

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