Ameritas Advisory Services’s Calvert International Responsible Index ETF CVIE Stock Holding History

Ameritas Advisory 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	$12.6K	Buy	+148	New	+$12K	﹤0.01%	1435
2025 Q4	–	Sell	-62	Closed	-$4.22K	–	1177
2025 Q3	$4.22K	Hold	62	–	–	﹤0.01%	1864
2025 Q2	$4.01K	Buy	+62	New	+$3.79K	﹤0.01%	2295

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

Ameritas Advisory Services's CVIE Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in Calvert International Responsible Index ETF (CVIE) in Q2 2026: 148 shares worth $12.6K. The stake represents ﹤0.01% of the portfolio and ranks #1435 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in CVIE as recently as Q3 2025.

Ameritas Advisory Services first reported a position in CVIE in Q2 2025 and has held it in 3 quarters since. 90 funds tracked by Wall St. Rank hold CVIE as of Q2 2026.

Ameritas Advisory Services held 148 shares of Calvert International Responsible Index ETF worth $12.6K as of Q2 2026.
Calvert International Responsible Index ETF was a new Ameritas Advisory Services position in Q2 2026.
Calvert International Responsible Index ETF made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1435 holding.
Ameritas Advisory Services first reported a position in Calvert International Responsible Index ETF in Q2 2025 and has held it in 3 quarters since.
90 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.