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

Legacy 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
Q1 		– Sell
-115,572
Closed -$9.74M – 288
2025
Q4 		$9.74M Buy
+115,572
New +$9.64M 1.05% 22

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 $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

Legacy Advisors's CVLC Position: Q1 2026 in Review

Legacy Advisors sold out of Calvert US Large-Cap Core Responsible Index ETF (CVLC) in Q1 2026, closing a stake of 115,572 shares — an estimated $9.74M sold.

Legacy Advisors first reported a position in CVLC in Q4 2025 and held it in 1 quarter. The position peaked at $9.74M in Q4 2025. 74 funds tracked by Wall St. Rank hold CVLC as of Q1 2026.

  • Legacy Advisors reported no remaining Calvert US Large-Cap Core Responsible Index ETF position as of Q1 2026 after selling out during the quarter.
  • Legacy Advisors sold 115,572 Calvert US Large-Cap Core Responsible Index ETF shares in Q1 2026, an estimated $9.74M.
  • Legacy Advisors first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q4 2025 and held it in 1 quarter.
  • Legacy Advisors's Calvert US Large-Cap Core Responsible Index ETF position peaked at $9.74M in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q1 2026.

Based on Legacy Advisors's 13F filing for Q1 2026, filed 5 May 2026.