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Conrad Siegel Investment Advisors’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

Conrad Siegel Investment 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
Q3 		$607K Sell
6,411
-70
-1% -$6.66K 0.1% 43
2026
Q2 		$612K Sell
6,481
-444
-6% -$40.2K 0.1% 42
2026
Q1 		$554K Buy
+6,925
New +$581K 0.1% 43

Other funds holding CVLC

Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
FC
Fulcrum Capital Seattle, Washington $525M AUM 23.04% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
LCC
Lincoln Capital Corp East Greenwich, Rhode Island $306M AUM 16.84% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Conrad Siegel Investment Advisors's CVLC Position: Q3 2026 in Review

Conrad Siegel Investment Advisors reduced its Calvert US Large-Cap Core Responsible Index ETF (CVLC) stake by 1.1% in Q3 2026, selling an estimated $6.66K and leaving 6,411 shares worth $607K. The position accounts for 0.1% of the portfolio, ranked #43.

Conrad Siegel Investment Advisors first reported a position in CVLC in Q1 2026 and has held it in 3 quarters since. The position peaked at $612K in Q2 2026. 10 funds tracked by Wall St. Rank hold CVLC as of Q3 2026.

  • Conrad Siegel Investment Advisors held 6,411 shares of Calvert US Large-Cap Core Responsible Index ETF worth $607K as of Q3 2026.
  • Conrad Siegel Investment Advisors sold 70 Calvert US Large-Cap Core Responsible Index ETF shares in Q3 2026, an estimated $6.66K.
  • Calvert US Large-Cap Core Responsible Index ETF made up 0.1% of Conrad Siegel Investment Advisors's portfolio in Q3 2026, its #43 holding.
  • Conrad Siegel Investment Advisors first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q1 2026 and has held it in 3 quarters since.
  • Conrad Siegel Investment Advisors's Calvert US Large-Cap Core Responsible Index ETF position peaked at $612K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q3 2026.

Based on Conrad Siegel Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.