Gemmer Asset Management’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

Gemmer Asset Management’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	$427K	Buy	4,514 +10	+0.2%	+$951	0.03%	121
2026 Q2	$425K	Buy	4,504 +10	+0.2%	+$904	0.03%	121
2026 Q1	$360K	Buy	4,494 +10	+0.2%	+$839	0.03%	132
2025 Q4	$378K	Buy	4,484 +15	+0.3%	+$1.25K	0.03%	128
2025 Q3	$366K	Buy	4,469 +11	+0.2%	+$871	0.03%	123
2025 Q2	$341K	Buy	4,458 +11	+0.2%	+$777	0.03%	122
2025 Q1	$307K	Buy	4,447 +12	+0.3%	+$879	0.03%	121
2024 Q4	$325K	Buy	4,435 +12	+0.3%	+$885	0.03%	113
2024 Q3	$317K	Buy	4,423 +12	+0.3%	+$827	0.03%	112
2024 Q2	$299K	Buy	4,411 +12	+0.3%	+$784	0.03%	110
2024 Q1	$289K	Buy	4,399 +11	+0.3%	+$686	0.03%	107
2023 Q4	$262K	Buy	+4,388	New	+$243K	0.03%	108

Other funds holding CVLC

State Insurance Fund New York $255M AUM 15.6% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

Fulcrum Capital Seattle, Washington $525M AUM 23.04% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Lincoln Capital Corp East Greenwich, Rhode Island $306M AUM 16.84% 1-Year Est. Return

First Affirmative Financial Network Colorado Springs, Colorado $456M AUM

Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Gemmer Asset Management's CVLC Position: Q3 2026 in Review

Gemmer Asset Management increased its Calvert US Large-Cap Core Responsible Index ETF (CVLC) stake by 0.22% in Q3 2026, buying an estimated $951 and bringing the position to 4,514 shares worth $427K. The position accounts for 0.03% of the portfolio, ranked #121.

Gemmer Asset Management first reported a position in CVLC in Q4 2023 and has held it in 12 quarters since. 22 funds tracked by Wall St. Rank hold CVLC as of Q3 2026.

Gemmer Asset Management held 4,514 shares of Calvert US Large-Cap Core Responsible Index ETF worth $427K as of Q3 2026.
Gemmer Asset Management bought 10 Calvert US Large-Cap Core Responsible Index ETF shares in Q3 2026, an estimated $951.
Calvert US Large-Cap Core Responsible Index ETF made up 0.03% of Gemmer Asset Management's portfolio in Q3 2026, its #121 holding.
Gemmer Asset Management first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q4 2023 and has held it in 12 quarters since.
22 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q3 2026.

Based on Gemmer Asset Management's 13F filing for Q3 2026, filed 16 Oct 2026.