Focus Partners Advisor Solutions’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

Focus Partners Advisor Solutions’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	–	Sell	-4,221	Closed	-$338K	–	1288
2026 Q1	$338K	Sell	4,221 -53	-1%	-$4.45K	﹤0.01%	925
2025 Q4	$360K	Sell	4,274 -2,413	-36%	-$201K	﹤0.01%	828
2025 Q3	$563K	Buy	6,687 +1,396	+26%	+$111K	0.01%	697
2025 Q2	$405K	Buy	5,291 +470	+10%	+$33.2K	0.01%	741
2025 Q1	$332K	Sell	4,821 -30	-0.6%	-$2.2K	0.01%	724
2024 Q4	$356K	Sell	4,851 -71	-1%	-$5.24K	0.01%	560
2024 Q3	$353K	Sell	4,922 -615	-11%	-$42.4K	0.01%	524
2024 Q2	$376K	Buy	+5,537	New	+$362K	0.01%	440

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Focus Partners Advisor Solutions's CVLC Position: Q2 2026 in Review

Focus Partners Advisor Solutions sold out of Calvert US Large-Cap Core Responsible Index ETF (CVLC) in Q2 2026, closing a stake of 4,221 shares — an estimated $338K sold.

Focus Partners Advisor Solutions first reported a position in CVLC in Q2 2024 and held it in 8 quarters. The position peaked at $563K in Q3 2025. 90 funds tracked by Wall St. Rank hold CVLC as of Q2 2026.

Focus Partners Advisor Solutions reported no remaining Calvert US Large-Cap Core Responsible Index ETF position as of Q2 2026 after selling out during the quarter.
Focus Partners Advisor Solutions sold 4,221 Calvert US Large-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $338K.
Focus Partners Advisor Solutions first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q2 2024 and held it in 8 quarters.
Focus Partners Advisor Solutions's Calvert US Large-Cap Core Responsible Index ETF position peaked at $563K in Q3 2025.
90 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.