Wealth Effects’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

Wealth Effects’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	$257K	Buy	+2,725	New	+$246K	0.07%	212

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

Wealth Effects's CVLC Position: Q2 2026 in Review

Wealth Effects opened a new position in Calvert US Large-Cap Core Responsible Index ETF (CVLC) in Q2 2026: 2,725 shares worth $257K. The stake represents 0.07% of the portfolio and ranks #212 among its holdings.

90 funds tracked by Wall St. Rank hold CVLC as of Q2 2026.

Wealth Effects held 2,725 shares of Calvert US Large-Cap Core Responsible Index ETF worth $257K as of Q2 2026.
Calvert US Large-Cap Core Responsible Index ETF was a new Wealth Effects position in Q2 2026.
Calvert US Large-Cap Core Responsible Index ETF made up 0.07% of Wealth Effects's portfolio in Q2 2026, its #212 holding.
90 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.