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 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

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

Gemmer Asset Management's CVLC Position: Q2 2026 in Review

Gemmer Asset Management increased its Calvert US Large-Cap Core Responsible Index ETF (CVLC) stake by 0.22% in Q2 2026, buying an estimated $904 and bringing the position to 4,504 shares worth $425K. 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 11 quarters since. 90 funds tracked by Wall St. Rank hold CVLC as of Q2 2026.

Gemmer Asset Management held 4,504 shares of Calvert US Large-Cap Core Responsible Index ETF worth $425K as of Q2 2026.
Gemmer Asset Management bought 10 Calvert US Large-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $904.
Calvert US Large-Cap Core Responsible Index ETF made up 0.03% of Gemmer Asset Management's portfolio in Q2 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 11 quarters since.
90 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q2 2026.

Based on Gemmer Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.