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Natural Investments’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

Natural Investments’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 		$292K Sell
3,101
-782
-20% -$70.7K 0.06% 233
2026
Q1 		$310K Sell
3,883
-732
-16% -$61.4K 0.08% 214
2025
Q4 		$388K Buy
+4,615
New +$385K 0.1% 185
2025
Q3 		– Sell
-4,730
Closed -$362K – 245
2025
Q2 		$362K Sell
4,730
-704
-13% -$49.7K 0.09% 181
2025
Q1 		$374K Sell
5,434
-2,675
-33% -$196K 0.11% 166
2024
Q4 		$594K Buy
+8,109
New +$598K 0.16% 126

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

Natural Investments's CVLC Position: Q2 2026 in Review

Natural Investments reduced its Calvert US Large-Cap Core Responsible Index ETF (CVLC) stake by 20% in Q2 2026, selling an estimated $70.7K and leaving 3,101 shares worth $292K. The position accounts for 0.06% of the portfolio, ranked #233.

Natural Investments first reported a position in CVLC in Q4 2024 and has held it in 6 quarters since. The position peaked at $594K in Q4 2024. 90 funds tracked by Wall St. Rank hold CVLC as of Q2 2026.

  • Natural Investments held 3,101 shares of Calvert US Large-Cap Core Responsible Index ETF worth $292K as of Q2 2026.
  • Natural Investments sold 782 Calvert US Large-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $70.7K.
  • Calvert US Large-Cap Core Responsible Index ETF made up 0.06% of Natural Investments's portfolio in Q2 2026, its #233 holding.
  • Natural Investments first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q4 2024 and has held it in 6 quarters since.
  • Natural Investments's Calvert US Large-Cap Core Responsible Index ETF position peaked at $594K in Q4 2024.
  • 90 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q2 2026.

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