Thrivent Financial for Lutherans
CVMC icon

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

Thrivent Financial for Lutherans’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
2024
Q2 		– Sell
-3,845
Closed -$223K – 2536
2024
Q1 		$223K Buy
3,845
+8
+0.2% +$436 ﹤0.01% 2444
2023
Q4 		$205K Buy
+3,837
New +$186K ﹤0.01% 2427

Other funds holding CVMC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
HWA
Hilltop Wealth Advisors Chapel Hill, North Carolina $167M AUM 18.27% 1-Year Est. Return
MCM
Manchester Capital Management Manchester, Vermont $694M AUM 22.34% 1-Year Est. Return
SFP
Sandbox Financial Partners Bethesda, Maryland $356M AUM 19.83% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
GWSG
GPS Wealth Strategies Group Centennial, Colorado $117M AUM 24.22% 1-Year Est. Return

Thrivent Financial for Lutherans's CVMC Position: Q2 2024 in Review

Thrivent Financial for Lutherans sold out of Calvert US Mid-Cap Core Responsible Index ETF (CVMC) in Q2 2024, closing a stake of 3,845 shares — an estimated $223K sold.

Thrivent Financial for Lutherans first reported a position in CVMC in Q4 2023 and held it in 2 quarters. The position peaked at $223K in Q1 2024. 14 funds tracked by Wall St. Rank hold CVMC as of Q2 2024.

  • Thrivent Financial for Lutherans reported no remaining Calvert US Mid-Cap Core Responsible Index ETF position as of Q2 2024 after selling out during the quarter.
  • Thrivent Financial for Lutherans sold 3,845 Calvert US Mid-Cap Core Responsible Index ETF shares in Q2 2024, an estimated $223K.
  • Thrivent Financial for Lutherans first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q4 2023 and held it in 2 quarters.
  • Thrivent Financial for Lutherans's Calvert US Mid-Cap Core Responsible Index ETF position peaked at $223K in Q1 2024.
  • 14 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q2 2024.

Based on Thrivent Financial for Lutherans's 13F filing for Q2 2024, filed 13 Aug 2024.