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Principal Securities’s Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF CDEI Stock Holding History

Principal Securities’s Portfolio CDEI Stock Details CDEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-815
Closed -$64.6K – 1679
2025
Q3 		$64.6K Buy
+815
New +$62.5K ﹤0.01% 1826

Other funds holding CDEI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Securities's CDEI Position: Q4 2025 in Review

Principal Securities sold out of Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) in Q4 2025, closing a stake of 815 shares — an estimated $64.6K sold.

Principal Securities first reported a position in CDEI in Q3 2025 and held it in 1 quarter. The position peaked at $64.6K in Q3 2025. 6 funds tracked by Wall St. Rank hold CDEI as of Q4 2025.

  • Principal Securities reported no remaining Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 815 Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF shares in Q4 2025, an estimated $64.6K.
  • Principal Securities first reported a position in Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF in Q3 2025 and held it in 1 quarter.
  • Principal Securities's Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF position peaked at $64.6K in Q3 2025.
  • 6 funds tracked by Wall St. Rank held Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.