Natural Investments’s Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF CDEI Stock Holding History

Natural Investments’s Portfolio CDEI Stock Details CDEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$456K	Sell	5,017 -400	-7%	-$34.8K	0.1%	169
2026 Q1	$420K	Sell	5,417 -56	-1%	-$4.55K	0.1%	178
2025 Q4	$452K	Buy	+5,473	New	+$446K	0.11%	167
2025 Q3	–	Sell	-5,782	Closed	-$432K	–	243
2025 Q2	$432K	Sell	5,782 -1,792	-24%	-$124K	0.11%	155
2025 Q1	$510K	Sell	7,574 -6,918	-48%	-$493K	0.14%	132
2024 Q4	$1.04M	Buy	+14,492	New	+$1.04M	0.29%	88

Other funds holding CDEI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SAM

Smartleaf Asset Management Boston, Massachusetts $3.08B AUM 27.39% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Natural Investments's CDEI Position: Q2 2026 in Review

Natural Investments reduced its Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) stake by 7.4% in Q2 2026, selling an estimated $34.8K and leaving 5,017 shares worth $456K. The position accounts for 0.1% of the portfolio, ranked #169.

Natural Investments first reported a position in CDEI in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.04M in Q4 2024. 6 funds tracked by Wall St. Rank hold CDEI as of Q2 2026.

Natural Investments held 5,017 shares of Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF worth $456K as of Q2 2026.
Natural Investments sold 400 Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF shares in Q2 2026, an estimated $34.8K.
Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF made up 0.1% of Natural Investments's portfolio in Q2 2026, its #169 holding.
Natural Investments first reported a position in Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF in Q4 2024 and has held it in 6 quarters since.
Natural Investments's Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF position peaked at $1.04M in Q4 2024.
6 funds tracked by Wall St. Rank held Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.