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 Q3	$551K	Buy	+7,327	New	+$558K	0.06%	38
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

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

North Berkeley Wealth Management Berkeley, California $258M AUM 15.55% 1-Year Est. Return

TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return

Joel Adams & Associates Asheville, North Carolina $158M AUM 8.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

Bensler Bellevue, Washington $1.06B AUM 29.38% 1-Year Est. Return

Summit Global Investments Bountiful, Utah $2.02B AUM 17.87% 1-Year Est. Return

RMG Wealth Management's CVMC Position: Q3 2026 in Review

RMG Wealth Management opened a new position in Calvert US Mid-Cap Core Responsible Index ETF (CVMC) in Q3 2026: 7,327 shares worth $551K. The stake represents 0.06% of the portfolio and ranks #38 among its holdings. This is a return to the name: RMG Wealth Management previously reported a position in CVMC as recently as Q1 2026.

RMG Wealth Management first reported a position in CVMC in Q2 2025 and has held it in 4 quarters since. 28 funds tracked by Wall St. Rank hold CVMC as of Q3 2026.

RMG Wealth Management held 7,327 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $551K as of Q3 2026.
Calvert US Mid-Cap Core Responsible Index ETF was a new RMG Wealth Management position in Q3 2026.
Calvert US Mid-Cap Core Responsible Index ETF made up 0.06% of RMG Wealth Management's portfolio in Q3 2026, its #38 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 4 quarters since.
28 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q3 2026.

Based on RMG Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.