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Entrust Financial’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

Entrust Financial’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 		$607K Sell
6,427
-8,614
-57% -$779K 0.39% 26
2026
Q1 		$1.2M Buy
15,041
+9,178
+157% +$770K 0.84% 21
2025
Q4 		$494K Buy
+5,863
New +$489K 0.37% 25

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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
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

Entrust Financial's CVLC Position: Q2 2026 in Review

Entrust Financial reduced its Calvert US Large-Cap Core Responsible Index ETF (CVLC) stake by 57% in Q2 2026, selling an estimated $779K and leaving 6,427 shares worth $607K. The position accounts for 0.39% of the portfolio, ranked #26.

Entrust Financial first reported a position in CVLC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.2M in Q1 2026. 90 funds tracked by Wall St. Rank hold CVLC as of Q2 2026.

  • Entrust Financial held 6,427 shares of Calvert US Large-Cap Core Responsible Index ETF worth $607K as of Q2 2026.
  • Entrust Financial sold 8,614 Calvert US Large-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $779K.
  • Calvert US Large-Cap Core Responsible Index ETF made up 0.39% of Entrust Financial's portfolio in Q2 2026, its #26 holding.
  • Entrust Financial first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q4 2025 and has held it in 3 quarters since.
  • Entrust Financial's Calvert US Large-Cap Core Responsible Index ETF position peaked at $1.2M in Q1 2026.
  • 90 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q2 2026.

Based on Entrust Financial's 13F filing for Q2 2026, filed 20 Jul 2026.