Rossby Financial
CVMC icon

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
Q3 		$5.69K Hold
78
– – ﹤0.01% 1700
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

First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
North Berkeley Wealth Management
North Berkeley Wealth Management Berkeley, California $258M AUM 15.55% 1-Year Est. Return
TFC Financial Management
TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return
Natural Investments
Natural Investments Windsor, California $471M AUM 21.91% 1-Year Est. Return
Joel Adams & Associates
Joel Adams & Associates Asheville, North Carolina $158M AUM 8.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Archer Investment Management
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Rossby Financial's CVMC Position: Q3 2026 in Review

Rossby Financial held its Calvert US Mid-Cap Core Responsible Index ETF (CVMC) position steady in Q3 2026 at 78 shares worth $5.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1700.

Rossby Financial first reported a position in CVMC in Q4 2025 and has held it in 4 quarters since. The position peaked at $5.92K in Q2 2026. 33 funds tracked by Wall St. Rank hold CVMC as of Q3 2026.

  • Rossby Financial held 78 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $5.69K as of Q3 2026.
  • Rossby Financial left its Calvert US Mid-Cap Core Responsible Index ETF share count unchanged in Q3 2026.
  • Calvert US Mid-Cap Core Responsible Index ETF made up ﹤0.01% of Rossby Financial's portfolio in Q3 2026, its #1700 holding.
  • Rossby Financial first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q4 2025 and has held it in 4 quarters since.
  • Rossby Financial's Calvert US Mid-Cap Core Responsible Index ETF position peaked at $5.92K in Q2 2026.
  • 33 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.