Ameritas Advisory Services’s Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF CDEI Stock Holding History

Ameritas Advisory Services’s Portfolio CDEI Stock Details CDEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-346	Closed	-$25.9K	–	2234
2025 Q2	$25.9K	Buy	+346	New	+$23.9K	﹤0.01%	1628

Other funds holding CDEI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameritas Advisory Services's CDEI Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) in Q3 2025, closing a stake of 346 shares — an estimated $25.9K sold.

Ameritas Advisory Services first reported a position in CDEI in Q2 2025 and held it in 1 quarter. The position peaked at $25.9K in Q2 2025. 5 funds tracked by Wall St. Rank hold CDEI as of Q3 2025.

Ameritas Advisory Services reported no remaining Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF position as of Q3 2025 after selling out during the quarter.
Ameritas Advisory Services sold 346 Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF shares in Q3 2025, an estimated $25.9K.
Ameritas Advisory Services first reported a position in Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF in Q2 2025 and held it in 1 quarter.
Ameritas Advisory Services's Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF position peaked at $25.9K in Q2 2025.
5 funds tracked by Wall St. Rank held Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.