Archer Investment Management’s Calvert International Responsible Index ETF CVIE Stock Holding History

Archer Investment Management’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	$598K	Sell	7,035 -1,232	-15%	-$99.8K	0.2%	78
2026 Q1	$601K	Sell	8,267 -27,098	-77%	-$2.04M	0.25%	66
2025 Q4	$2.52M	Sell	35,365 -9,250	-21%	-$647K	1.36%	24
2025 Q3	$3.04M	Buy	44,615 +3,432	+8%	+$227K	1.87%	18
2025 Q2	$2.68M	Sell	41,183 -5,741	-12%	-$351K	1.95%	14
2025 Q1	$2.72M	Sell	46,924 -5,648	-11%	-$329K	1.88%	14
2024 Q4	$2.9M	Buy	+52,572	New	+$3.02M	1.79%	17

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

Archer Investment Management's CVIE Position: Q2 2026 in Review

Archer Investment Management reduced its Calvert International Responsible Index ETF (CVIE) stake by 15% in Q2 2026, selling an estimated $99.8K and leaving 7,035 shares worth $598K. The position accounts for 0.2% of the portfolio, ranked #78.

Archer Investment Management first reported a position in CVIE in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.04M in Q3 2025. 90 funds tracked by Wall St. Rank hold CVIE as of Q2 2026.

Archer Investment Management held 7,035 shares of Calvert International Responsible Index ETF worth $598K as of Q2 2026.
Archer Investment Management sold 1,232 Calvert International Responsible Index ETF shares in Q2 2026, an estimated $99.8K.
Calvert International Responsible Index ETF made up 0.2% of Archer Investment Management's portfolio in Q2 2026, its #78 holding.
Archer Investment Management first reported a position in Calvert International Responsible Index ETF in Q4 2024 and has held it in 7 quarters since.
Archer Investment Management's Calvert International Responsible Index ETF position peaked at $3.04M in Q3 2025.
90 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q2 2026.

Based on Archer Investment Management's 13F filing for Q2 2026, filed 7 Jul 2026.