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Aaron Wealth Advisors’s Calvert International Responsible Index ETF CVIE Stock Holding History

Aaron Wealth Advisors’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 		$205K Buy
+2,414
New +$195K 0.01% 678

Other funds holding CVIE

TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return
LCC
Lincoln Capital Corp East Greenwich, Rhode Island $308M AUM 24.88% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return

Aaron Wealth Advisors's CVIE Position: Q2 2026 in Review

Aaron Wealth Advisors opened a new position in Calvert International Responsible Index ETF (CVIE) in Q2 2026: 2,414 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #678 among its holdings.

13 funds tracked by Wall St. Rank hold CVIE as of Q2 2026.

  • Aaron Wealth Advisors held 2,414 shares of Calvert International Responsible Index ETF worth $205K as of Q2 2026.
  • Calvert International Responsible Index ETF was a new Aaron Wealth Advisors position in Q2 2026.
  • Calvert International Responsible Index ETF made up 0.01% of Aaron Wealth Advisors's portfolio in Q2 2026, its #678 holding.
  • 13 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.