Mutual Advisors’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

Mutual 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
2023 Q4	–	Sell	-4,925	Closed	-$262K	–	1017
2023 Q3	$262K	Buy	4,925 +4	+0.1%	+$222	0.01%	827
2023 Q2	$273K	Buy	+4,921	New	+$257K	0.01%	838

Other funds holding CVLC

SIF

State Insurance Fund New York $255M AUM 23.43% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

OBWP

O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return

SFP

Sandbox Financial Partners Bethesda, Maryland $356M AUM 19.83% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Mutual Advisors's CVLC Position: Q4 2023 in Review

Mutual Advisors sold out of Calvert US Large-Cap Core Responsible Index ETF (CVLC) in Q4 2023, closing a stake of 4,925 shares — an estimated $262K sold.

Mutual Advisors first reported a position in CVLC in Q2 2023 and held it in 2 quarters. The position peaked at $273K in Q2 2023. 14 funds tracked by Wall St. Rank hold CVLC as of Q4 2023.

Mutual Advisors reported no remaining Calvert US Large-Cap Core Responsible Index ETF position as of Q4 2023 after selling out during the quarter.
Mutual Advisors sold 4,925 Calvert US Large-Cap Core Responsible Index ETF shares in Q4 2023, an estimated $262K.
Mutual Advisors first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q2 2023 and held it in 2 quarters.
Mutual Advisors's Calvert US Large-Cap Core Responsible Index ETF position peaked at $273K in Q2 2023.
14 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q4 2023.

Based on Mutual Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.