Journey Strategic Wealth’s Calvert US Select Equity ETF CVSE Stock Holding History

Journey Strategic Wealth’s Portfolio CVSE Stock Details CVSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,867	Closed	-$213K	–	784
2025 Q3	$213K	Hold	2,867	–	–	0.01%	639
2025 Q2	$204K	Buy	+2,867	New	+$189K	0.01%	614

Journey Strategic Wealth's CVSE Position: Q4 2025 in Review

Journey Strategic Wealth sold out of Calvert US Select Equity ETF (CVSE) in Q4 2025, closing a stake of 2,867 shares — an estimated $213K sold.

Journey Strategic Wealth first reported a position in CVSE in Q2 2025 and held it in 2 quarters. The position peaked at $213K in Q3 2025. 0 funds tracked by Wall St. Rank hold CVSE as of Q4 2025.

Journey Strategic Wealth reported no remaining Calvert US Select Equity ETF position as of Q4 2025 after selling out during the quarter.
Journey Strategic Wealth sold 2,867 Calvert US Select Equity ETF shares in Q4 2025, an estimated $213K.
Journey Strategic Wealth first reported a position in Calvert US Select Equity ETF in Q2 2025 and held it in 2 quarters.
Journey Strategic Wealth's Calvert US Select Equity ETF position peaked at $213K in Q3 2025.
0 funds tracked by Wall St. Rank held Calvert US Select Equity ETF as of Q4 2025.

Based on Journey Strategic Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.