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

Global Endowment 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	$7.22M	Buy	76,392 +14,700	+24%	+$1.33M	0.73%	24
2026 Q1	$4.94M	Buy	61,692 +19,591	+47%	+$1.64M	0.55%	22
2025 Q4	$3.55M	Sell	42,101 -345	-0.8%	-$28.8K	0.44%	27
2025 Q3	$3.48M	Buy	+42,446	New	+$3.36M	0.44%	29
2025 Q2	–	Sell	-177,349	Closed	-$12.2M	–	133
2025 Q1	$12.2M	Buy	177,349 +7,369	+4%	+$540K	1.59%	13
2024 Q4	$12.5M	Buy	+169,980	New	+$12.5M	1.59%	11

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

Global Endowment Management's CVLC Position: Q2 2026 in Review

Global Endowment Management increased its Calvert US Large-Cap Core Responsible Index ETF (CVLC) stake by 24% in Q2 2026, buying an estimated $1.33M and bringing the position to 76,392 shares worth $7.22M. The position accounts for 0.73% of the portfolio, ranked #24.

Global Endowment Management first reported a position in CVLC in Q4 2024 and has held it in 6 quarters since. The position peaked at $12.5M in Q4 2024. 90 funds tracked by Wall St. Rank hold CVLC as of Q2 2026.

Global Endowment Management held 76,392 shares of Calvert US Large-Cap Core Responsible Index ETF worth $7.22M as of Q2 2026.
Global Endowment Management bought 14,700 Calvert US Large-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $1.33M.
Calvert US Large-Cap Core Responsible Index ETF made up 0.73% of Global Endowment Management's portfolio in Q2 2026, its #24 holding.
Global Endowment Management first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q4 2024 and has held it in 6 quarters since.
Global Endowment Management's Calvert US Large-Cap Core Responsible Index ETF position peaked at $12.5M in Q4 2024.
90 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q2 2026.

Based on Global Endowment Management's 13F filing for Q2 2026, filed 14 Aug 2026.