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

TFC Financial 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 Q2	$4.66M	Buy	+61,148	New	+$4.34M	0.52%	19

Other funds holding CVMC

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return

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

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Lincoln Capital Corp East Greenwich, Rhode Island $308M AUM 24.88% 1-Year Est. Return

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

TFC Financial Management's CVMC Position: Q2 2026 in Review

TFC Financial Management opened a new position in Calvert US Mid-Cap Core Responsible Index ETF (CVMC) in Q2 2026: 61,148 shares worth $4.66M. The stake represents 0.52% of the portfolio and ranks #19 among its holdings.

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

TFC Financial Management held 61,148 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $4.66M as of Q2 2026.
Calvert US Mid-Cap Core Responsible Index ETF was a new TFC Financial Management position in Q2 2026.
Calvert US Mid-Cap Core Responsible Index ETF made up 0.52% of TFC Financial Management's portfolio in Q2 2026, its #19 holding.
15 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.