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

EP 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 		$12.1M Buy
128,417
+3,466
+3% +$313K 0.05% 245
2026
Q1 		$10M Buy
+124,951
New +$10.5M 0.05% 220

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
JAA
Joel Adams & Associates Asheville, North Carolina $156M AUM 15.16% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

EP Wealth Advisors increased its Calvert US Large-Cap Core Responsible Index ETF (CVLC) stake by 2.8% in Q2 2026, buying an estimated $313K and bringing the position to 128,417 shares worth $12.1M. The position accounts for 0.05% of the portfolio, ranked #245.

EP Wealth Advisors first reported a position in CVLC in Q1 2026 and has held it in 2 quarters since. 90 funds tracked by Wall St. Rank hold CVLC as of Q2 2026.

  • EP Wealth Advisors held 128,417 shares of Calvert US Large-Cap Core Responsible Index ETF worth $12.1M as of Q2 2026.
  • EP Wealth Advisors bought 3,466 Calvert US Large-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $313K.
  • Calvert US Large-Cap Core Responsible Index ETF made up 0.05% of EP Wealth Advisors's portfolio in Q2 2026, its #245 holding.
  • EP Wealth Advisors first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 90 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.