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

Frazier Financial 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 Q2	$9.45K	Hold	100	–	–	﹤0.01%	405
2026 Q1	$8.01K	Hold	100	–	–	﹤0.01%	444
2025 Q4	$8.42K	Hold	100	–	–	0.01%	385
2025 Q3	$8.19K	Hold	100	–	–	0.01%	379
2025 Q2	$7.65K	Hold	100	–	–	0.01%	394
2025 Q1	$6.89K	Hold	100	–	–	0.01%	390
2024 Q4	$7.38K	Hold	100	–	–	0.01%	393
2024 Q3	$7.16K	Hold	100	–	–	0.01%	444
2024 Q2	$6.79K	Buy	+100	New	+$6.53K	0.01%	531

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

Frazier Financial Advisors's CVLC Position: Q2 2026 in Review

Frazier Financial Advisors held its Calvert US Large-Cap Core Responsible Index ETF (CVLC) position steady in Q2 2026 at 100 shares worth $9.45K. The position accounts for ﹤0.01% of the portfolio, ranked #405.

Frazier Financial Advisors first reported a position in CVLC in Q2 2024 and has held it in 9 quarters since. 90 funds tracked by Wall St. Rank hold CVLC as of Q2 2026.

Frazier Financial Advisors held 100 shares of Calvert US Large-Cap Core Responsible Index ETF worth $9.45K as of Q2 2026.
Frazier Financial Advisors 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 ﹤0.01% of Frazier Financial Advisors's portfolio in Q2 2026, its #405 holding.
Frazier Financial Advisors first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q2 2024 and has held it in 9 quarters since.
90 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.