Kondo Wealth Advisors’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

Kondo Wealth Advisors’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	$520K	Sell	5,501 -2,549	-32%	-$231K	0.17%	46
2026 Q1	$644K	Sell	8,050 -1,471	-15%	-$123K	0.24%	34
2025 Q4	$802K	Sell	9,521 -7,335	-44%	-$612K	0.31%	31
2025 Q3	$1.38M	Sell	16,856 -1,583	-9%	-$125K	0.56%	21
2025 Q2	$1.41M	Sell	18,439 -6,222	-25%	-$440K	0.62%	18
2025 Q1	$1.7M	Sell	24,661 -6,716	-21%	-$492K	0.84%	17
2024 Q4	$2.3M	Buy	+31,377	New	+$2.31M	1.17%	16

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

Kondo Wealth Advisors's CVLC Position: Q2 2026 in Review

Kondo Wealth Advisors reduced its Calvert US Large-Cap Core Responsible Index ETF (CVLC) stake by 32% in Q2 2026, selling an estimated $231K and leaving 5,501 shares worth $520K. The position accounts for 0.17% of the portfolio, ranked #46.

Kondo Wealth Advisors first reported a position in CVLC in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.3M in Q4 2024. 90 funds tracked by Wall St. Rank hold CVLC as of Q2 2026.

Kondo Wealth Advisors held 5,501 shares of Calvert US Large-Cap Core Responsible Index ETF worth $520K as of Q2 2026.
Kondo Wealth Advisors sold 2,549 Calvert US Large-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $231K.
Calvert US Large-Cap Core Responsible Index ETF made up 0.17% of Kondo Wealth Advisors's portfolio in Q2 2026, its #46 holding.
Kondo Wealth Advisors first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q4 2024 and has held it in 7 quarters since.
Kondo Wealth Advisors's Calvert US Large-Cap Core Responsible Index ETF position peaked at $2.3M 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 Kondo Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.