UBS Group
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UBS Group’s Calvert US Mid-Cap Core Responsible Index ETF CVMC Stock Holding History

UBS Group’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 		$1.68K Sell
22
-257
-92% -$18.3K ﹤0.01% 9499
2026
Q1 		$17.9K Buy
+279
New +$18.5K ﹤0.01% 8013
2025
Q3 		– Sell
-2,923
Closed -$177K – 10402
2025
Q2 		$177K Sell
2,923
-1,234
-30% -$70.7K ﹤0.01% 6802
2025
Q1 		$236K Buy
4,157
+3,866
+1,329% +$231K ﹤0.01% 6431
2024
Q4 		$17.3K Buy
291
+244
+519% +$15K ﹤0.01% 7973
2024
Q3 		$2.83K Buy
+47
New +$2.69K ﹤0.01% 8359

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

UBS Group's CVMC Position: Q2 2026 in Review

UBS Group reduced its Calvert US Mid-Cap Core Responsible Index ETF (CVMC) stake by 92% in Q2 2026, selling an estimated $18.3K and leaving 22 shares worth $1.68K. The position accounts for ﹤0.01% of the portfolio, ranked #9499.

UBS Group first reported a position in CVMC in Q3 2024 and has held it in 6 quarters since. The position peaked at $236K in Q1 2025. 51 funds tracked by Wall St. Rank hold CVMC as of Q2 2026.

  • UBS Group held 22 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $1.68K as of Q2 2026.
  • UBS Group sold 257 Calvert US Mid-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $18.3K.
  • Calvert US Mid-Cap Core Responsible Index ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9499 holding.
  • UBS Group first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q3 2024 and has held it in 6 quarters since.
  • UBS Group's Calvert US Mid-Cap Core Responsible Index ETF position peaked at $236K in Q1 2025.
  • 51 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.