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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.65M Buy
+21,526
New +$1.65M 0.04% 286