Morgan Stanley’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

Morgan Stanley’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	$257K	Hold	2,716	–	–	﹤0.01%	5838
2026 Q1	$217K	Sell	2,716 -26	-0.9%	-$2.18K	﹤0.01%	5837
2025 Q4	$231K	Hold	2,742	–	–	﹤0.01%	5877
2025 Q3	$224K	Buy	2,742 +12	+0.4%	+$950	﹤0.01%	5852
2025 Q2	$209K	Sell	2,730 -54	-2%	-$3.82K	﹤0.01%	5835
2025 Q1	$192K	Sell	2,784 -14	-0.5%	-$1.02K	﹤0.01%	5742
2024 Q4	$205K	Buy	2,798 +87	+3%	+$6.42K	﹤0.01%	5774
2024 Q3	$194K	Sell	2,711 -199,992	-99%	-$13.8M	﹤0.01%	5766
2024 Q2	$13.8M	Sell	202,703 -199,297	-50%	-$13M	﹤0.01%	3057
2024 Q1	$26.4M	Sell	402,000 -402,000	-50%	-$25.1M	﹤0.01%	2392
2023 Q4	$48M	Buy	804,000 +402,000	+100%	+$22.3M	﹤0.01%	2500
2023 Q3	$21.4M	Hold	402,000	–	–	﹤0.01%	2385
2023 Q2	$22.3M	Hold	402,000	–	–	﹤0.01%	2369
2023 Q1	$20.6M	Buy	+402,000	New	+$20.2M	﹤0.01%	2383

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

Morgan Stanley's CVLC Position: Q2 2026 in Review

Morgan Stanley held its Calvert US Large-Cap Core Responsible Index ETF (CVLC) position steady in Q2 2026 at 2,716 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #5838.

Morgan Stanley first reported a position in CVLC in Q1 2023 and has held it in 14 quarters since. The position peaked at $48M in Q4 2023. 90 funds tracked by Wall St. Rank hold CVLC as of Q2 2026.

Morgan Stanley held 2,716 shares of Calvert US Large-Cap Core Responsible Index ETF worth $257K as of Q2 2026.
Morgan Stanley left its Calvert US Large-Cap Core Responsible Index ETF share count unchanged in Q2 2026.
Calvert US Large-Cap Core Responsible Index ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5838 holding.
Morgan Stanley first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q1 2023 and has held it in 14 quarters since.
Morgan Stanley's Calvert US Large-Cap Core Responsible Index ETF position peaked at $48M in Q4 2023.
90 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.