A&I Financial Services’s Calvert International Responsible Index ETF CVIE Stock Holding History

A&I Financial Services’s Portfolio CVIE Stock Details CVIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.64M	Sell	19,287 -660	-3%	-$53.4K	0.71%	20
2026 Q1	$1.45M	Sell	19,947 -1,554	-7%	-$117K	0.69%	20
2025 Q4	$1.53M	Buy	21,501 +516	+2%	+$36.1K	0.73%	19
2025 Q3	$1.44M	Sell	20,985 -16	-0.1%	-$1.06K	0.71%	19
2025 Q2	$1.37M	Buy	21,001 +688	+3%	+$42.1K	0.77%	17
2025 Q1	$1.18M	Buy	20,313 +1,718	+9%	+$100K	0.8%	17
2024 Q4	$1.03M	Buy	+18,595	New	+$1.07M	1%	18

Other funds holding CVIE

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

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

WIA

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NBWM

North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

A&I Financial Services's CVIE Position: Q2 2026 in Review

A&I Financial Services reduced its Calvert International Responsible Index ETF (CVIE) stake by 3.3% in Q2 2026, selling an estimated $53.4K and leaving 19,287 shares worth $1.64M. The position accounts for 0.71% of the portfolio, ranked #20.

A&I Financial Services first reported a position in CVIE in Q4 2024 and has held it in 7 quarters since. 89 funds tracked by Wall St. Rank hold CVIE as of Q2 2026.

A&I Financial Services held 19,287 shares of Calvert International Responsible Index ETF worth $1.64M as of Q2 2026.
A&I Financial Services sold 660 Calvert International Responsible Index ETF shares in Q2 2026, an estimated $53.4K.
Calvert International Responsible Index ETF made up 0.71% of A&I Financial Services's portfolio in Q2 2026, its #20 holding.
A&I Financial Services first reported a position in Calvert International Responsible Index ETF in Q4 2024 and has held it in 7 quarters since.
89 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q2 2026.

Based on A&I Financial Services's 13F filing for Q2 2026, filed 9 Jul 2026.