NI
CVSE

Natural Investments’s Calvert US Select Equity ETF CVSE Stock Holding History

Natural Investments’s Portfolio CVSE Stock Details CVSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,690
Closed -$238K – 257
2025
Q1 		$238K Sell
3,690
-2,683
-42% -$182K 0.07% 212
2024
Q4 		$431K Buy
+6,373
New +$442K 0.12% 150

Other funds holding CVSE

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $489M AUM 36.7% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Natural Investments's CVSE Position: Q2 2025 in Review

Natural Investments sold out of Calvert US Select Equity ETF (CVSE) in Q2 2025, closing a stake of 3,690 shares — an estimated $238K sold.

Natural Investments first reported a position in CVSE in Q4 2024 and held it in 2 quarters. The position peaked at $431K in Q4 2024. 10 funds tracked by Wall St. Rank hold CVSE as of Q2 2025.

  • Natural Investments reported no remaining Calvert US Select Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Natural Investments sold 3,690 Calvert US Select Equity ETF shares in Q2 2025, an estimated $238K.
  • Natural Investments first reported a position in Calvert US Select Equity ETF in Q4 2024 and held it in 2 quarters.
  • Natural Investments's Calvert US Select Equity ETF position peaked at $431K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Calvert US Select Equity ETF as of Q2 2025.

Based on Natural Investments's 13F filing for Q2 2025, filed 25 Jul 2025.