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Rossby Financial’s Calvert US Mid-Cap Core Responsible Index ETF CVMC Stock Holding History

Rossby Financial’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 		$5.92K Hold
78
– – ﹤0.01% 1370
2026
Q1 		$5.01K Buy
78
+1
+1% +$66 ﹤0.01% 1497
2025
Q4 		$4.96K Buy
+77
New +$4.91K ﹤0.01% 1103

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
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Goldman Sachs
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
NI
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

Rossby Financial's CVMC Position: Q2 2026 in Review

Rossby Financial held its Calvert US Mid-Cap Core Responsible Index ETF (CVMC) position steady in Q2 2026 at 78 shares worth $5.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1370.

Rossby Financial first reported a position in CVMC in Q4 2025 and has held it in 3 quarters since. 52 funds tracked by Wall St. Rank hold CVMC as of Q2 2026.

  • Rossby Financial held 78 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $5.92K as of Q2 2026.
  • Rossby Financial left its Calvert US Mid-Cap Core Responsible Index ETF share count unchanged in Q2 2026.
  • Calvert US Mid-Cap Core Responsible Index ETF made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1370 holding.
  • Rossby Financial first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 52 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.