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

First Affirmative Financial Network’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 		$658K Buy
+6,956
New +$661K 0.14% 140

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Pathway Financial Advisors
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
Fulcrum Capital
Fulcrum Capital Seattle, Washington $525M AUM 23.04% 1-Year Est. Return
First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
Lincoln Capital Corp
Lincoln Capital Corp East Greenwich, Rhode Island $306M AUM 16.84% 1-Year Est. Return
Relyea Zuckerberg Hanson
Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return
Conrad Siegel Investment Advisors
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Kondo Wealth Advisors
Kondo Wealth Advisors Pasadena, California $300M AUM 14.14% 1-Year Est. Return

First Affirmative Financial Network's CVLC Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in Calvert US Large-Cap Core Responsible Index ETF (CVLC) in Q3 2026: 6,956 shares worth $658K. The stake represents 0.14% of the portfolio and ranks #140 among its holdings.

20 funds tracked by Wall St. Rank hold CVLC as of Q3 2026.

  • First Affirmative Financial Network held 6,956 shares of Calvert US Large-Cap Core Responsible Index ETF worth $658K as of Q3 2026.
  • Calvert US Large-Cap Core Responsible Index ETF was a new First Affirmative Financial Network position in Q3 2026.
  • Calvert US Large-Cap Core Responsible Index ETF made up 0.14% of First Affirmative Financial Network's portfolio in Q3 2026, its #140 holding.
  • 20 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.