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Joel Adams & Associates’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

Joel Adams & Associates’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
Q1 		$7.82M Buy
97,652
+15,726
+19% +$1.32M 5.81% 6
2025
Q4 		$6.9M Buy
81,926
+27,884
+52% +$2.33M 5.19% 6
2025
Q3 		$4.42M Buy
+54,042
New +$4.28M 3.57% 7

Other funds holding CVLC

SIF
State Insurance Fund New York $216M AUM 16.13% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $489M AUM 36.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Joel Adams & Associates's CVLC Position: Q1 2026 in Review

Joel Adams & Associates increased its Calvert US Large-Cap Core Responsible Index ETF (CVLC) stake by 19% in Q1 2026, buying an estimated $1.32M and bringing the position to 97,652 shares worth $7.82M. The position accounts for 5.81% of the portfolio, ranked #6.

Joel Adams & Associates first reported a position in CVLC in Q3 2025 and has held it in 3 quarters since. 74 funds tracked by Wall St. Rank hold CVLC as of Q1 2026.

  • Joel Adams & Associates held 97,652 shares of Calvert US Large-Cap Core Responsible Index ETF worth $7.82M as of Q1 2026.
  • Joel Adams & Associates bought 15,726 Calvert US Large-Cap Core Responsible Index ETF shares in Q1 2026, an estimated $1.32M.
  • Calvert US Large-Cap Core Responsible Index ETF made up 5.81% of Joel Adams & Associates's portfolio in Q1 2026, its #6 holding.
  • Joel Adams & Associates first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q3 2025 and has held it in 3 quarters since.
  • 74 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q1 2026.

Based on Joel Adams & Associates's 13F filing for Q1 2026, filed 20 Apr 2026.