Osaic Holdings’s Calvert US Select Equity ETF CVSE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-43
Closed -$3.19K 7916
2025
Q3
$3.19K Buy
+43
New +$3.12K ﹤0.01% 6974
2024
Q4
Sell
-41
Closed -$2.8K 7453
2024
Q3
$2.8K Hold
41
﹤0.01% 6471
2024
Q2
$2.63K Buy
+41
New +$2.56K ﹤0.01% 6494

Osaic Holdings's CVSE Position: Q4 2025 in Review

Osaic Holdings sold out of Calvert US Select Equity ETF (CVSE) in Q4 2025, closing a stake of 43 shares — an estimated $3.19K sold.

Osaic Holdings first reported a position in CVSE in Q2 2024 and held it in 3 quarters. The position peaked at $3.19K in Q3 2025. 0 funds tracked by Wall St. Rank hold CVSE as of Q4 2025.

  • Osaic Holdings reported no remaining Calvert US Select Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Osaic Holdings sold 43 Calvert US Select Equity ETF shares in Q4 2025, an estimated $3.19K.
  • Osaic Holdings first reported a position in Calvert US Select Equity ETF in Q2 2024 and held it in 3 quarters.
  • Osaic Holdings's Calvert US Select Equity ETF position peaked at $3.19K in Q3 2025.
  • 0 funds tracked by Wall St. Rank held Calvert US Select Equity ETF as of Q4 2025.

Based on Osaic Holdings's 13F filing for Q4 2025, filed 17 Feb 2026.