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North Berkeley Wealth Management’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

North Berkeley Wealth Management’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 		$9.67M Buy
102,411
+17,588
+21% +$1.59M 3.91% 11
2026
Q1 		$6.79M Buy
84,823
+61,093
+257% +$5.13M 3.59% 12
2025
Q4 		$2M Buy
+23,730
New +$1.98M 1.18% 17

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

North Berkeley Wealth Management's CVLC Position: Q2 2026 in Review

North Berkeley Wealth Management increased its Calvert US Large-Cap Core Responsible Index ETF (CVLC) stake by 21% in Q2 2026, buying an estimated $1.59M and bringing the position to 102,411 shares worth $9.67M. The position accounts for 3.91% of the portfolio, ranked #11.

North Berkeley Wealth Management first reported a position in CVLC in Q4 2025 and has held it in 3 quarters since. 90 funds tracked by Wall St. Rank hold CVLC as of Q2 2026.

  • North Berkeley Wealth Management held 102,411 shares of Calvert US Large-Cap Core Responsible Index ETF worth $9.67M as of Q2 2026.
  • North Berkeley Wealth Management bought 17,588 Calvert US Large-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $1.59M.
  • Calvert US Large-Cap Core Responsible Index ETF made up 3.91% of North Berkeley Wealth Management's portfolio in Q2 2026, its #11 holding.
  • North Berkeley Wealth Management first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 90 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q2 2026.

Based on North Berkeley Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.