EWM
CVLC icon

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

Evermay Wealth Management’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 		$190K Hold
2,009
– – 0.02% 211
2026
Q1 		$161K Hold
2,009
– – 0.02% 216
2025
Q4 		$169K Hold
2,009
– – 0.02% 211
2025
Q3 		$164K Sell
2,009
-93
-4% -$7.37K 0.02% 212
2025
Q2 		$161K Buy
2,102
+413
+24% +$29.2K 0.02% 215
2025
Q1 		$116K Hold
1,689
– – 0.02% 241
2024
Q4 		$124K Hold
1,689
– – 0.02% 237
2024
Q3 		$121K Buy
+1,689
New +$116K 0.02% 249

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

Evermay Wealth Management's CVLC Position: Q2 2026 in Review

Evermay Wealth Management held its Calvert US Large-Cap Core Responsible Index ETF (CVLC) position steady in Q2 2026 at 2,009 shares worth $190K. The position accounts for 0.02% of the portfolio, ranked #211.

Evermay Wealth Management first reported a position in CVLC in Q3 2024 and has held it in 8 quarters since. 90 funds tracked by Wall St. Rank hold CVLC as of Q2 2026.

  • Evermay Wealth Management held 2,009 shares of Calvert US Large-Cap Core Responsible Index ETF worth $190K as of Q2 2026.
  • Evermay Wealth Management 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 Evermay Wealth Management's portfolio in Q2 2026, its #211 holding.
  • Evermay Wealth Management first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q3 2024 and has held it in 8 quarters since.
  • 90 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.