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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

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

Mountain Capital Investment Advisors's CVLC Position: Q2 2026 in Review

Mountain Capital Investment Advisors opened a new position in Calvert US Large-Cap Core Responsible Index ETF (CVLC) in Q2 2026: 20,289 shares worth $1.92M. The stake represents 0.27% of the portfolio and ranks #15 among its holdings.

90 funds tracked by Wall St. Rank hold CVLC as of Q2 2026.

  • Mountain Capital Investment Advisors held 20,289 shares of Calvert US Large-Cap Core Responsible Index ETF worth $1.92M as of Q2 2026.
  • Calvert US Large-Cap Core Responsible Index ETF was a new Mountain Capital Investment Advisors position in Q2 2026.
  • Calvert US Large-Cap Core Responsible Index ETF made up 0.27% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #15 holding.
  • 90 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.