RZH
CVLC icon

Relyea Zuckerberg Hanson’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

Relyea Zuckerberg Hanson’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 		$637K Buy
6,739
+15
+0.2% +$1.36K 0.05% 148
2026
Q1 		$538K Buy
6,724
+14
+0.2% +$1.18K 0.05% 150
2025
Q4 		$565K Buy
6,710
+23
+0.3% +$1.92K 0.06% 148
2025
Q3 		$548K Buy
6,687
+16
+0.2% +$1.27K 0.06% 143
2025
Q2 		$511K Buy
+6,671
New +$471K 0.06% 150

Other funds holding CVLC

PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
LCC
Lincoln Capital Corp East Greenwich, Rhode Island $308M AUM 24.88% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Relyea Zuckerberg Hanson's CVLC Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its Calvert US Large-Cap Core Responsible Index ETF (CVLC) stake by 0.22% in Q2 2026, buying an estimated $1.36K and bringing the position to 6,739 shares worth $637K. The position accounts for 0.05% of the portfolio, ranked #148.

Relyea Zuckerberg Hanson first reported a position in CVLC in Q2 2025 and has held it in 5 quarters since. 10 funds tracked by Wall St. Rank hold CVLC as of Q2 2026.

  • Relyea Zuckerberg Hanson held 6,739 shares of Calvert US Large-Cap Core Responsible Index ETF worth $637K as of Q2 2026.
  • Relyea Zuckerberg Hanson bought 15 Calvert US Large-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $1.36K.
  • Calvert US Large-Cap Core Responsible Index ETF made up 0.05% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #148 holding.
  • Relyea Zuckerberg Hanson first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q2 2025 and has held it in 5 quarters since.
  • 10 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.