Skyline Advisors’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

Skyline Advisors’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	$233K	Sell	2,463 -2,781	-53%	-$251K	0.07%	115
2026 Q1	$420K	Sell	5,244 -14,243	-73%	-$1.2M	0.15%	78
2025 Q4	$1.64M	Sell	19,487 -234	-1%	-$19.5K	0.55%	26
2025 Q3	$1.61M	Buy	19,721 +502	+3%	+$39.8K	0.56%	25
2025 Q2	$1.47M	Buy	19,219 +1,275	+7%	+$90.1K	0.54%	27
2025 Q1	$1.24M	Buy	17,944 +2,345	+15%	+$172K	0.49%	28
2024 Q4	$1.14M	Buy	+15,599	New	+$1.15M	0.44%	29

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Skyline Advisors's CVLC Position: Q2 2026 in Review

Skyline Advisors reduced its Calvert US Large-Cap Core Responsible Index ETF (CVLC) stake by 53% in Q2 2026, selling an estimated $251K and leaving 2,463 shares worth $233K. The position accounts for 0.07% of the portfolio, ranked #115.

Skyline Advisors first reported a position in CVLC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.64M in Q4 2025. 90 funds tracked by Wall St. Rank hold CVLC as of Q2 2026.

Skyline Advisors held 2,463 shares of Calvert US Large-Cap Core Responsible Index ETF worth $233K as of Q2 2026.
Skyline Advisors sold 2,781 Calvert US Large-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $251K.
Calvert US Large-Cap Core Responsible Index ETF made up 0.07% of Skyline Advisors's portfolio in Q2 2026, its #115 holding.
Skyline Advisors first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q4 2024 and has held it in 7 quarters since.
Skyline Advisors's Calvert US Large-Cap Core Responsible Index ETF position peaked at $1.64M in Q4 2025.
90 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q2 2026.

Based on Skyline Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.