Smartleaf Asset Management’s Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF CDEI Stock Holding History

Smartleaf Asset Management’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	$151K	Hold	1,673	–	–	﹤0.01%	958
2026 Q1	$126K	Buy	+1,673	New	+$136K	﹤0.01%	997

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

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

Smartleaf Asset Management's CDEI Position: Q2 2026 in Review

Smartleaf Asset Management held its Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) position steady in Q2 2026 at 1,673 shares worth $151K. The position accounts for ﹤0.01% of the portfolio, ranked #958.

Smartleaf Asset Management first reported a position in CDEI in Q1 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold CDEI as of Q2 2026.

Smartleaf Asset Management held 1,673 shares of Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF worth $151K as of Q2 2026.
Smartleaf Asset Management left its Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF share count unchanged in Q2 2026.
Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #958 holding.
Smartleaf Asset Management first reported a position in Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF in Q1 2026 and has held it in 2 quarters since.
7 funds tracked by Wall St. Rank held Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.