Sanctuary Advisors’s Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF CDEI Stock Holding History

Sanctuary Advisors’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	–	Sell	-2,832	Closed	-$220K	–	2862
2026 Q1	$220K	Buy	+2,832	New	+$230K	﹤0.01%	2305

Other funds holding CDEI

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 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

Sanctuary Advisors's CDEI Position: Q2 2026 in Review

Sanctuary Advisors sold out of Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) in Q2 2026, closing a stake of 2,832 shares — an estimated $220K sold.

Sanctuary Advisors first reported a position in CDEI in Q1 2026 and held it in 1 quarter. The position peaked at $220K in Q1 2026. 7 funds tracked by Wall St. Rank hold CDEI as of Q2 2026.

Sanctuary Advisors reported no remaining Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF position as of Q2 2026 after selling out during the quarter.
Sanctuary Advisors sold 2,832 Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF shares in Q2 2026, an estimated $220K.
Sanctuary Advisors first reported a position in Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF in Q1 2026 and held it in 1 quarter.
Sanctuary Advisors's Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF position peaked at $220K in Q1 2026.
7 funds tracked by Wall St. Rank held Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.