MWM
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Modern Wealth Management’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

Modern Wealth Management’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 		$5M Buy
61,965
+33,823
+120% +$2.84M 0.09% 199
2025
Q4 		$2.37M Buy
28,142
+5,574
+25% +$465K 0.04% 274
2025
Q3 		$1.85M Buy
22,568
+1,042
+5% +$82.5K 0.04% 290
2025
Q2 		$1.65M Buy
+21,526
New +$1.52M 0.04% 289

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 $79.5B AUM 27.1% 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

Modern Wealth Management's CVLC Position: Q1 2026 in Review

Modern Wealth Management increased its Calvert US Large-Cap Core Responsible Index ETF (CVLC) stake by 120% in Q1 2026, buying an estimated $2.84M and bringing the position to 61,965 shares worth $5M. The position accounts for 0.09% of the portfolio, ranked #199.

Modern Wealth Management first reported a position in CVLC in Q2 2025 and has held it in 4 quarters since. 74 funds tracked by Wall St. Rank hold CVLC as of Q1 2026.

  • Modern Wealth Management held 61,965 shares of Calvert US Large-Cap Core Responsible Index ETF worth $5M as of Q1 2026.
  • Modern Wealth Management bought 33,823 Calvert US Large-Cap Core Responsible Index ETF shares in Q1 2026, an estimated $2.84M.
  • Calvert US Large-Cap Core Responsible Index ETF made up 0.09% of Modern Wealth Management's portfolio in Q1 2026, its #199 holding.
  • Modern Wealth Management first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q2 2025 and has held it in 4 quarters since.
  • 74 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.