SFP
CVLC icon

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

Sandbox Financial 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 		$3.53M Sell
44,150
-809
-2% -$67.9K 0.99% 27
2025
Q4 		$3.79M Buy
44,959
+1,071
+2% +$89.4K 1.05% 24
2025
Q3 		$3.59M Buy
43,888
+4,646
+12% +$368K 1.03% 23
2025
Q2 		$3M Sell
39,242
-390
-1% -$27.6K 0.95% 22
2025
Q1 		$2.73M Sell
39,632
-304
-0.8% -$22.3K 0.96% 24
2024
Q4 		$2.93M Buy
39,936
+55
+0.1% +$4.06K 0.98% 24
2024
Q3 		$2.86M Buy
39,881
+682
+2% +$47K 1.01% 22
2024
Q2 		$2.66M Buy
39,199
+1,352
+4% +$88.3K 1.02% 23
2024
Q1 		$2.48M Sell
37,847
-5,219
-12% -$326K 1.04% 22
2023
Q4 		$2.57M Sell
43,066
-3,729
-8% -$207K 1.21% 17
2023
Q3 		$2.49M Buy
46,795
+4,612
+11% +$256K 1.32% 16
2023
Q2 		$2.34M Buy
42,183
+19,879
+89% +$1.04M 1.22% 16
2023
Q1 		$1.14M Buy
+22,304
New +$1.12M 0.69% 22

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 $71.6B AUM 21.08% 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

Sandbox Financial Partners's CVLC Position: Q1 2026 in Review

Sandbox Financial Partners reduced its Calvert US Large-Cap Core Responsible Index ETF (CVLC) stake by 1.8% in Q1 2026, selling an estimated $67.9K and leaving 44,150 shares worth $3.53M. The position accounts for 0.99% of the portfolio, ranked #27.

Sandbox Financial Partners first reported a position in CVLC in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.79M in Q4 2025. 74 funds tracked by Wall St. Rank hold CVLC as of Q1 2026.

  • Sandbox Financial Partners held 44,150 shares of Calvert US Large-Cap Core Responsible Index ETF worth $3.53M as of Q1 2026.
  • Sandbox Financial Partners sold 809 Calvert US Large-Cap Core Responsible Index ETF shares in Q1 2026, an estimated $67.9K.
  • Calvert US Large-Cap Core Responsible Index ETF made up 0.99% of Sandbox Financial Partners's portfolio in Q1 2026, its #27 holding.
  • Sandbox Financial Partners first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q1 2023 and has held it in 13 quarters since.
  • Sandbox Financial Partners's Calvert US Large-Cap Core Responsible Index ETF position peaked at $3.79M in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q1 2026.

Based on Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.