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Riverwater Partners’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

Riverwater Partners’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
Q1 		$4.67M Buy
58,304
+8,034
+16% +$674K 1.56% 9
2025
Q4 		$4.23M Buy
50,270
+13,160
+35% +$1.1M 1.64% 10
2025
Q3 		$3.04M Buy
37,110
+7,072
+24% +$560K 1.26% 14
2025
Q2 		$2.3M Buy
30,038
+14,477
+93% +$1.02M 1.08% 23
2025
Q1 		$1.07M Buy
15,561
+3,250
+26% +$238K 0.55% 61
2024
Q4 		$903K Buy
+12,311
New +$908K 0.44% 66

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 $12.7B AUM 17.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $489M AUM 36.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Riverwater Partners's CVLC Position: Q1 2026 in Review

Riverwater Partners increased its Calvert US Large-Cap Core Responsible Index ETF (CVLC) stake by 16% in Q1 2026, buying an estimated $674K and bringing the position to 58,304 shares worth $4.67M. The position accounts for 1.56% of the portfolio, ranked #9.

Riverwater Partners first reported a position in CVLC in Q4 2024 and has held it in 6 quarters since. 74 funds tracked by Wall St. Rank hold CVLC as of Q1 2026.

  • Riverwater Partners held 58,304 shares of Calvert US Large-Cap Core Responsible Index ETF worth $4.67M as of Q1 2026.
  • Riverwater Partners bought 8,034 Calvert US Large-Cap Core Responsible Index ETF shares in Q1 2026, an estimated $674K.
  • Calvert US Large-Cap Core Responsible Index ETF made up 1.56% of Riverwater Partners's portfolio in Q1 2026, its #9 holding.
  • Riverwater Partners first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q4 2024 and has held it in 6 quarters since.
  • 74 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q1 2026.

Based on Riverwater Partners's 13F filing for Q1 2026, filed 8 May 2026.