RW Investment Management’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

RW Investment Management’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	$1.64M	Buy	+20,540	New	+$1.72M	0.16%	31
2025 Q3	$1.7M	Sell	20,720 -71	-0.3%	-$5.62K	0.17%	28
2025 Q2	$1.59M	Buy	20,791 +96	+0.5%	+$6.78K	0.18%	28
2025 Q1	$1.43M	Hold	20,695	–	–	0.18%	26
2024 Q4	$1.52M	Sell	20,695 -4,495	-18%	-$332K	0.18%	27
2024 Q3	$1.8M	Buy	25,190 +15,639	+164%	+$1.08M	0.22%	25
2024 Q2	$648K	Buy	+9,551	New	+$624K	0.09%	49

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rossby Financial Melbourne, Florida $489M AUM 36.7% 1-Year Est. Return

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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

RW Investment Management's CVLC Position: Q1 2026 in Review

RW Investment Management opened a new position in Calvert US Large-Cap Core Responsible Index ETF (CVLC) in Q1 2026: 20,540 shares worth $1.64M. The stake represents 0.16% of the portfolio and ranks #31 among its holdings. This is a return to the name: RW Investment Management previously reported a position in CVLC as recently as Q3 2025.

RW Investment Management first reported a position in CVLC in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.8M in Q3 2024. 74 funds tracked by Wall St. Rank hold CVLC as of Q1 2026.

RW Investment Management held 20,540 shares of Calvert US Large-Cap Core Responsible Index ETF worth $1.64M as of Q1 2026.
Calvert US Large-Cap Core Responsible Index ETF was a new RW Investment Management position in Q1 2026.
Calvert US Large-Cap Core Responsible Index ETF made up 0.16% of RW Investment Management's portfolio in Q1 2026, its #31 holding.
RW Investment Management first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q2 2024 and has held it in 7 quarters since.
RW Investment Management's Calvert US Large-Cap Core Responsible Index ETF position peaked at $1.8M in Q3 2024.
74 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q1 2026.

Based on RW Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.