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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
Q2 		$12M Buy
126,566
+28,914
+30% +$2.61M 7.68% 3
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 $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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Joel Adams & Associates's CVLC Position: Q2 2026 in Review

Joel Adams & Associates increased its Calvert US Large-Cap Core Responsible Index ETF (CVLC) stake by 30% in Q2 2026, buying an estimated $2.61M and bringing the position to 126,566 shares worth $12M. The position accounts for 7.68% of the portfolio, ranked #3.

Joel Adams & Associates first reported a position in CVLC in Q3 2025 and has held it in 4 quarters since. 90 funds tracked by Wall St. Rank hold CVLC as of Q2 2026.

  • Joel Adams & Associates held 126,566 shares of Calvert US Large-Cap Core Responsible Index ETF worth $12M as of Q2 2026.
  • Joel Adams & Associates bought 28,914 Calvert US Large-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $2.61M.
  • Calvert US Large-Cap Core Responsible Index ETF made up 7.68% of Joel Adams & Associates's portfolio in Q2 2026, its #3 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 4 quarters since.
  • 90 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q2 2026.

Based on Joel Adams & Associates's 13F filing for Q2 2026, filed 6 Aug 2026.