Aaron Wealth Advisors’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

Aaron Wealth Advisors’s Portfolio CVLC Stock Details CVLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$332K	Hold	3,517	–	–	0.02%	550
2026 Q1	$282K	Hold	3,517	–	–	0.02%	583
2025 Q4	$296K	Hold	3,517	–	–	0.02%	573
2025 Q3	$288K	Hold	3,517	–	–	0.02%	533
2025 Q2	$269K	Hold	3,517	–	–	0.03%	388
2025 Q1	$242K	Hold	3,517	–	–	0.03%	387
2024 Q4	$258K	Buy	+3,517	New	+$259K	0.03%	357

Other funds holding CVLC

SIF

State Insurance Fund New York $255M AUM 23.43% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

JAA

Joel Adams & Associates Asheville, North Carolina $156M AUM 15.16% 1-Year Est. Return

Aaron Wealth Advisors's CVLC Position: Q2 2026 in Review

Aaron Wealth Advisors held its Calvert US Large-Cap Core Responsible Index ETF (CVLC) position steady in Q2 2026 at 3,517 shares worth $332K. The position accounts for 0.02% of the portfolio, ranked #550.

Aaron Wealth Advisors first reported a position in CVLC in Q4 2024 and has held it in 7 quarters since. 90 funds tracked by Wall St. Rank hold CVLC as of Q2 2026.

Aaron Wealth Advisors held 3,517 shares of Calvert US Large-Cap Core Responsible Index ETF worth $332K as of Q2 2026.
Aaron Wealth Advisors left its Calvert US Large-Cap Core Responsible Index ETF share count unchanged in Q2 2026.
Calvert US Large-Cap Core Responsible Index ETF made up 0.02% of Aaron Wealth Advisors's portfolio in Q2 2026, its #550 holding.
Aaron Wealth Advisors first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q4 2024 and has held it in 7 quarters since.
90 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.