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 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

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 $247M AUM 30.06% 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

RMG Wealth Management's CVMC Position: Q1 2026 in Review

RMG Wealth Management opened a new position in Calvert US Mid-Cap Core Responsible Index ETF (CVMC) in Q1 2026: 5,703 shares worth $405K. The stake represents 0.05% of the portfolio and ranks #44 among its holdings. This is a return to the name: RMG Wealth Management previously reported a position in CVMC as recently as Q3 2025.

RMG Wealth Management first reported a position in CVMC in Q2 2025 and has held it in 3 quarters since. 44 funds tracked by Wall St. Rank hold CVMC as of Q1 2026.

RMG Wealth Management held 5,703 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $405K as of Q1 2026.
Calvert US Mid-Cap Core Responsible Index ETF was a new RMG Wealth Management position in Q1 2026.
Calvert US Mid-Cap Core Responsible Index ETF made up 0.05% of RMG Wealth Management's portfolio in Q1 2026, its #44 holding.
RMG Wealth Management first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q2 2025 and has held it in 3 quarters since.
44 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q1 2026.

Based on RMG Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.