Ritter Daniher Financial Advisory’s Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF CDEI Stock Holding History

Ritter Daniher Financial Advisory’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
2026 Q2	$122K	Hold	1,335	–	–	0.02%	207
2026 Q1	$104K	Buy	1,335 +111	+9%	+$9.02K	0.02%	214
2025 Q4	$101K	Hold	1,224	–	–	0.02%	220
2025 Q3	$97K	Sell	1,224 -36	-3%	-$2.76K	0.02%	193
2025 Q2	$94.3K	Hold	1,260	–	–	0.02%	128
2025 Q1	$84.9K	Buy	+1,260	New	+$89.8K	0.02%	120

Other funds holding CDEI

Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SAM

Smartleaf Asset Management Boston, Massachusetts $3.08B AUM 27.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Ritter Daniher Financial Advisory's CDEI Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) position steady in Q2 2026 at 1,335 shares worth $122K. The position accounts for 0.02% of the portfolio, ranked #207.

Ritter Daniher Financial Advisory first reported a position in CDEI in Q1 2025 and has held it in 6 quarters since. 6 funds tracked by Wall St. Rank hold CDEI as of Q2 2026.

Ritter Daniher Financial Advisory held 1,335 shares of Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF worth $122K as of Q2 2026.
Ritter Daniher Financial Advisory left its Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF share count unchanged in Q2 2026.
Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF made up 0.02% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #207 holding.
Ritter Daniher Financial Advisory first reported a position in Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF in Q1 2025 and has held it in 6 quarters since.
6 funds tracked by Wall St. Rank held Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.