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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
Q2 		$2.11M Buy
22,317
+1,777
+9% +$161K 0.19% 30
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 $18.2B AUM 21.48% 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 $495B AUM 43.24% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
JAA
Joel Adams & Associates Asheville, North Carolina $156M AUM 15.16% 1-Year Est. Return

RW Investment Management's CVLC Position: Q2 2026 in Review

RW Investment Management increased its Calvert US Large-Cap Core Responsible Index ETF (CVLC) stake by 8.7% in Q2 2026, buying an estimated $161K and bringing the position to 22,317 shares worth $2.11M. The position accounts for 0.19% of the portfolio, ranked #30.

RW Investment Management first reported a position in CVLC in Q2 2024 and has held it in 8 quarters since. 90 funds tracked by Wall St. Rank hold CVLC as of Q2 2026.

  • RW Investment Management held 22,317 shares of Calvert US Large-Cap Core Responsible Index ETF worth $2.11M as of Q2 2026.
  • RW Investment Management bought 1,777 Calvert US Large-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $161K.
  • Calvert US Large-Cap Core Responsible Index ETF made up 0.19% of RW Investment Management's portfolio in Q2 2026, its #30 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 8 quarters since.
  • 90 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q2 2026.

Based on RW Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.