SGI
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Summit Global Investments’s Calvert US Mid-Cap Core Responsible Index ETF CVMC Stock Holding History

Summit Global Investments’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 		$275K Buy
+3,610
New +$256K 0.02% 469

Other funds holding CVMC

FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 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
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LCC
Lincoln Capital Corp East Greenwich, Rhode Island $308M AUM 24.88% 1-Year Est. Return

Summit Global Investments's CVMC Position: Q2 2026 in Review

Summit Global Investments opened a new position in Calvert US Mid-Cap Core Responsible Index ETF (CVMC) in Q2 2026: 3,610 shares worth $275K. The stake represents 0.02% of the portfolio and ranks #469 among its holdings.

24 funds tracked by Wall St. Rank hold CVMC as of Q2 2026.

  • Summit Global Investments held 3,610 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $275K as of Q2 2026.
  • Calvert US Mid-Cap Core Responsible Index ETF was a new Summit Global Investments position in Q2 2026.
  • Calvert US Mid-Cap Core Responsible Index ETF made up 0.02% of Summit Global Investments's portfolio in Q2 2026, its #469 holding.
  • 24 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.