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

Flagship Harbor 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
Q1 		– Sell
-200
Closed -$16.8K – 1033
2025
Q4 		$16.8K Buy
+200
New +$16.7K ﹤0.01% 1369

Other funds holding CVLC

SIF
State Insurance Fund New York $216M AUM 16.13% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $489M AUM 36.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Flagship Harbor Advisors's CVLC Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of Calvert US Large-Cap Core Responsible Index ETF (CVLC) in Q1 2026, closing a stake of 200 shares — an estimated $16.8K sold.

Flagship Harbor Advisors first reported a position in CVLC in Q4 2025 and held it in 1 quarter. The position peaked at $16.8K in Q4 2025. 74 funds tracked by Wall St. Rank hold CVLC as of Q1 2026.

  • Flagship Harbor Advisors reported no remaining Calvert US Large-Cap Core Responsible Index ETF position as of Q1 2026 after selling out during the quarter.
  • Flagship Harbor Advisors sold 200 Calvert US Large-Cap Core Responsible Index ETF shares in Q1 2026, an estimated $16.8K.
  • Flagship Harbor Advisors first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q4 2025 and held it in 1 quarter.
  • Flagship Harbor Advisors's Calvert US Large-Cap Core Responsible Index ETF position peaked at $16.8K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.