Focus Partners Wealth
CVLC icon

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

Focus Partners Wealth’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 		$15.8M Buy
166,892
+55,138
+49% +$4.99M 0.02% 574
2026
Q1 		$8.95M Buy
111,754
+67,860
+155% +$5.69M 0.01% 753
2025
Q4 		$3.7M Buy
43,894
+16,246
+59% +$1.36M ﹤0.01% 1067
2025
Q3 		$2.26M Buy
27,648
+216
+0.8% +$17.1K ﹤0.01% 978
2025
Q2 		$2.1M Buy
27,432
+264
+1% +$18.7K ﹤0.01% 889
2025
Q1 		$1.87M Buy
27,168
+298
+1% +$21.8K ﹤0.01% 863
2024
Q4 		$1.97M Buy
+26,870
New +$1.98M 0.01% 839

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth's CVLC Position: Q2 2026 in Review

Focus Partners Wealth increased its Calvert US Large-Cap Core Responsible Index ETF (CVLC) stake by 49% in Q2 2026, buying an estimated $4.99M and bringing the position to 166,892 shares worth $15.8M. The position accounts for 0.02% of the portfolio, ranked #574.

Focus Partners Wealth first reported a position in CVLC in Q4 2024 and has held it in 7 quarters since. 90 funds tracked by Wall St. Rank hold CVLC as of Q2 2026.

  • Focus Partners Wealth held 166,892 shares of Calvert US Large-Cap Core Responsible Index ETF worth $15.8M as of Q2 2026.
  • Focus Partners Wealth bought 55,138 Calvert US Large-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $4.99M.
  • Calvert US Large-Cap Core Responsible Index ETF made up 0.02% of Focus Partners Wealth's portfolio in Q2 2026, its #574 holding.
  • Focus Partners Wealth first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q4 2024 and has held it in 7 quarters since.
  • 90 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q2 2026.

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