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Smartleaf Asset Management’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

Smartleaf Asset Management’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 		– Sell
-65
Closed -$5.55K – 3542
2025
Q4 		$5.55K Hold
65
– – ﹤0.01% 2665
2025
Q3 		$5.33K Buy
+65
New +$5.15K ﹤0.01% 2357

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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Smartleaf Asset Management's CVLC Position: Q1 2026 in Review

Smartleaf Asset Management sold out of Calvert US Large-Cap Core Responsible Index ETF (CVLC) in Q1 2026, closing a stake of 65 shares — an estimated $5.55K sold.

Smartleaf Asset Management first reported a position in CVLC in Q3 2025 and held it in 2 quarters. The position peaked at $5.55K in Q4 2025. 75 funds tracked by Wall St. Rank hold CVLC as of Q1 2026.

  • Smartleaf Asset Management reported no remaining Calvert US Large-Cap Core Responsible Index ETF position as of Q1 2026 after selling out during the quarter.
  • Smartleaf Asset Management sold 65 Calvert US Large-Cap Core Responsible Index ETF shares in Q1 2026, an estimated $5.55K.
  • Smartleaf Asset Management first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q3 2025 and held it in 2 quarters.
  • Smartleaf Asset Management's Calvert US Large-Cap Core Responsible Index ETF position peaked at $5.55K in Q4 2025.
  • 75 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.