MCIA
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Mountain Capital Investment Advisors’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

Mountain Capital Investment 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 		$1.92M Buy
+20,289
New +$1.83M 0.27% 15

Other funds holding CVLC

PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return