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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
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 $162B AUM 16.35% 1-Year Est. Return
NI
Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return
JAA
Joel Adams & Associates Asheville, North Carolina $135M AUM 10.83% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group's CVMC Position: Q1 2026 in Review

UBS Group opened a new position in Calvert US Mid-Cap Core Responsible Index ETF (CVMC) in Q1 2026: 279 shares worth $17.9K. The stake represents ﹤0.01% of the portfolio and ranks #8013 among its holdings. This is a return to the name: UBS Group previously reported a position in CVMC as recently as Q2 2025.

UBS Group first reported a position in CVMC in Q3 2024 and has held it in 5 quarters since. The position peaked at $236K in Q1 2025. 44 funds tracked by Wall St. Rank hold CVMC as of Q1 2026.

  • UBS Group held 279 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $17.9K as of Q1 2026.
  • Calvert US Mid-Cap Core Responsible Index ETF was a new UBS Group position in Q1 2026.
  • Calvert US Mid-Cap Core Responsible Index ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8013 holding.
  • UBS Group first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q3 2024 and has held it in 5 quarters since.
  • UBS Group's Calvert US Mid-Cap Core Responsible Index ETF position peaked at $236K in Q1 2025.
  • 44 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.