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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
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 $216M AUM 16.13% 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

Skyline Advisors's CVLC Position: Q1 2026 in Review

Skyline Advisors reduced its Calvert US Large-Cap Core Responsible Index ETF (CVLC) stake by 73% in Q1 2026, selling an estimated $1.2M and leaving 5,244 shares worth $420K. The position accounts for 0.15% of the portfolio, ranked #78.

Skyline Advisors first reported a position in CVLC in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.64M in Q4 2025. 74 funds tracked by Wall St. Rank hold CVLC as of Q1 2026.

  • Skyline Advisors held 5,244 shares of Calvert US Large-Cap Core Responsible Index ETF worth $420K as of Q1 2026.
  • Skyline Advisors sold 14,243 Calvert US Large-Cap Core Responsible Index ETF shares in Q1 2026, an estimated $1.2M.
  • Calvert US Large-Cap Core Responsible Index ETF made up 0.15% of Skyline Advisors's portfolio in Q1 2026, its #78 holding.
  • Skyline Advisors first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q4 2024 and has held it in 6 quarters since.
  • Skyline Advisors's Calvert US Large-Cap Core Responsible Index ETF position peaked at $1.64M 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 Skyline Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.