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 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Pathway Financial Advisors's CVLC Position: Q2 2026 in Review

Pathway Financial Advisors increased its Calvert US Large-Cap Core Responsible Index ETF (CVLC) stake by 10% in Q2 2026, buying an estimated $183K and bringing the position to 22,103 shares worth $2.08M. The position accounts for 0.24% of the portfolio, ranked #45.

Pathway Financial Advisors first reported a position in CVLC in Q3 2024 and has held it in 8 quarters since. 90 funds tracked by Wall St. Rank hold CVLC as of Q2 2026.

Pathway Financial Advisors held 22,103 shares of Calvert US Large-Cap Core Responsible Index ETF worth $2.08M as of Q2 2026.
Pathway Financial Advisors bought 2,024 Calvert US Large-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $183K.
Calvert US Large-Cap Core Responsible Index ETF made up 0.24% of Pathway Financial Advisors's portfolio in Q2 2026, its #45 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 8 quarters since.
90 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q2 2026.

Based on Pathway Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.