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

Pathway Financial 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
2026 Q3	$2.52M	Buy	26,635 +4,532	+21%	+$431K	0.28%	37
2026 Q2	$2.08M	Buy	22,103 +2,024	+10%	+$183K	0.24%	45
2026 Q1	$1.62M	Hold	20,079	–	–	0.2%	49
2025 Q4	$1.72M	Buy	20,079 +552	+3%	+$46.1K	0.22%	45
2025 Q3	$1.6M	Buy	19,527 +7,543	+63%	+$597K	0.21%	45
2025 Q2	$917K	Hold	11,984	–	–	0.13%	62
2025 Q1	$826K	Hold	11,984	–	–	0.15%	67
2024 Q4	$879K	Sell	11,984 -1,807	-13%	-$133K	0.2%	57
2024 Q3	$988K	Buy	+13,791	New	+$950K	0.25%	50

Other funds holding CVLC

State Insurance Fund New York $255M AUM 15.6% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Fulcrum Capital Seattle, Washington $525M AUM 23.04% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Lincoln Capital Corp East Greenwich, Rhode Island $306M AUM 16.84% 1-Year Est. Return

First Affirmative Financial Network Colorado Springs, Colorado $456M AUM

Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Kondo Wealth Advisors Pasadena, California $300M AUM 14.14% 1-Year Est. Return

Pathway Financial Advisors's CVLC Position: Q3 2026 in Review

Pathway Financial Advisors increased its Calvert US Large-Cap Core Responsible Index ETF (CVLC) stake by 21% in Q3 2026, buying an estimated $431K and bringing the position to 26,635 shares worth $2.52M. The position accounts for 0.28% of the portfolio, ranked #37.

Pathway Financial Advisors first reported a position in CVLC in Q3 2024 and has held it in 9 quarters since. 20 funds tracked by Wall St. Rank hold CVLC as of Q3 2026.

Pathway Financial Advisors held 26,635 shares of Calvert US Large-Cap Core Responsible Index ETF worth $2.52M as of Q3 2026.
Pathway Financial Advisors bought 4,532 Calvert US Large-Cap Core Responsible Index ETF shares in Q3 2026, an estimated $431K.
Calvert US Large-Cap Core Responsible Index ETF made up 0.28% of Pathway Financial Advisors's portfolio in Q3 2026, its #37 holding.
Pathway Financial Advisors first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q3 2024 and has held it in 9 quarters since.
20 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q3 2026.

Based on Pathway Financial Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.