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OneDigital Investment Advisors’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

OneDigital Investment Advisors’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
2025
Q1 		– Sell
-4,637
Closed -$340K – 1418
2024
Q4 		$340K Hold
4,637
– – ﹤0.01% 1066
2024
Q3 		$332K Hold
4,637
– – ﹤0.01% 1110
2024
Q2 		$315K Buy
4,637
+543
+13% +$35.5K ﹤0.01% 1086
2024
Q1 		$269K Buy
+4,094
New +$255K ﹤0.01% 955

Other funds holding CVLC

SIF
State Insurance Fund New York $255M AUM 23.43% 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
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
OBWP
O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $987M AUM 17.98% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return

OneDigital Investment Advisors's CVLC Position: Q1 2025 in Review

OneDigital Investment Advisors sold out of Calvert US Large-Cap Core Responsible Index ETF (CVLC) in Q1 2025, closing a stake of 4,637 shares — an estimated $340K sold.

OneDigital Investment Advisors first reported a position in CVLC in Q1 2024 and held it in 4 quarters. The position peaked at $340K in Q4 2024. 50 funds tracked by Wall St. Rank hold CVLC as of Q1 2025.

  • OneDigital Investment Advisors reported no remaining Calvert US Large-Cap Core Responsible Index ETF position as of Q1 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 4,637 Calvert US Large-Cap Core Responsible Index ETF shares in Q1 2025, an estimated $340K.
  • OneDigital Investment Advisors first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q1 2024 and held it in 4 quarters.
  • OneDigital Investment Advisors's Calvert US Large-Cap Core Responsible Index ETF position peaked at $340K in Q4 2024.
  • 50 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q1 2025.

Based on OneDigital Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.