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

Northwestern Mutual 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 Q1	$3M	Buy	37,439 +2,053	+6%	+$172K	﹤0.01%	974
2025 Q4	$2.98M	Sell	35,386 -4,240	-11%	-$354K	﹤0.01%	934
2025 Q3	$3.24M	Buy	39,626 +2,911	+8%	+$231K	﹤0.01%	868
2025 Q2	$2.81M	Buy	36,715 +28,370	+340%	+$2M	﹤0.01%	854
2025 Q1	$575K	Hold	8,345	–	–	﹤0.01%	1287
2024 Q4	$612K	Buy	8,345 +7,745	+1,291%	+$571K	﹤0.01%	1259
2024 Q3	$43K	Buy	+600	New	+$41.3K	﹤0.01%	2214

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 $12.7B AUM 17.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rossby Financial Melbourne, Florida $489M AUM 36.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management's CVLC Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its Calvert US Large-Cap Core Responsible Index ETF (CVLC) stake by 5.8% in Q1 2026, buying an estimated $172K and bringing the position to 37,439 shares worth $3M. The position accounts for ﹤0.01% of the portfolio, ranked #974.

Northwestern Mutual Wealth Management first reported a position in CVLC in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.24M in Q3 2025. 74 funds tracked by Wall St. Rank hold CVLC as of Q1 2026.

Northwestern Mutual Wealth Management held 37,439 shares of Calvert US Large-Cap Core Responsible Index ETF worth $3M as of Q1 2026.
Northwestern Mutual Wealth Management bought 2,053 Calvert US Large-Cap Core Responsible Index ETF shares in Q1 2026, an estimated $172K.
Calvert US Large-Cap Core Responsible Index ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #974 holding.
Northwestern Mutual Wealth Management first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q3 2024 and has held it in 7 quarters since.
Northwestern Mutual Wealth Management's Calvert US Large-Cap Core Responsible Index ETF position peaked at $3.24M in Q3 2025.
74 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.