Mercer Global Advisors
CVLC icon

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

Mercer Global 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 		$20.5M Buy
216,862
+1,729
+0.8% +$156K 0.03% 345
2026
Q1 		$17.2M Sell
215,133
-62,863
-23% -$5.28M 0.03% 351
2025
Q4 		$23.4M Sell
277,996
-345
-0.1% -$28.8K 0.04% 299
2025
Q3 		$22.8M Buy
+278,341
New +$22M 0.04% 286

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
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
JAA
Joel Adams & Associates Asheville, North Carolina $156M AUM 15.16% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mercer Global Advisors's CVLC Position: Q2 2026 in Review

Mercer Global Advisors increased its Calvert US Large-Cap Core Responsible Index ETF (CVLC) stake by 0.8% in Q2 2026, buying an estimated $156K and bringing the position to 216,862 shares worth $20.5M. The position accounts for 0.03% of the portfolio, ranked #345.

Mercer Global Advisors first reported a position in CVLC in Q3 2025 and has held it in 4 quarters since. The position peaked at $23.4M in Q4 2025. 90 funds tracked by Wall St. Rank hold CVLC as of Q2 2026.

  • Mercer Global Advisors held 216,862 shares of Calvert US Large-Cap Core Responsible Index ETF worth $20.5M as of Q2 2026.
  • Mercer Global Advisors bought 1,729 Calvert US Large-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $156K.
  • Calvert US Large-Cap Core Responsible Index ETF made up 0.03% of Mercer Global Advisors's portfolio in Q2 2026, its #345 holding.
  • Mercer Global Advisors first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q3 2025 and has held it in 4 quarters since.
  • Mercer Global Advisors's Calvert US Large-Cap Core Responsible Index ETF position peaked at $23.4M in Q4 2025.
  • 90 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.