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 Q3	$582K	Sell	7,001 -34	-0.5%	-$2.86K	0.18%	80
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

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

SCA

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

CSIA

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return

LCC

Lincoln Capital Corp East Greenwich, Rhode Island $306M AUM 16.84% 1-Year Est. Return

PSIWM

Paradigm Strategies in Wealth Management Maple Grove, Minnesota $156M AUM 12% 1-Year Est. Return

Archer Investment Management's CVIE Position: Q3 2026 in Review

Archer Investment Management reduced its Calvert International Responsible Index ETF (CVIE) stake by 0.48% in Q3 2026, selling an estimated $2.86K and leaving 7,001 shares worth $582K. The position accounts for 0.18% of the portfolio, ranked #80.

Archer Investment Management first reported a position in CVIE in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.04M in Q3 2025. 14 funds tracked by Wall St. Rank hold CVIE as of Q3 2026.

Archer Investment Management held 7,001 shares of Calvert International Responsible Index ETF worth $582K as of Q3 2026.
Archer Investment Management sold 34 Calvert International Responsible Index ETF shares in Q3 2026, an estimated $2.86K.
Calvert International Responsible Index ETF made up 0.18% of Archer Investment Management's portfolio in Q3 2026, its #80 holding.
Archer Investment Management first reported a position in Calvert International Responsible Index ETF in Q4 2024 and has held it in 8 quarters since.
Archer Investment Management's Calvert International Responsible Index ETF position peaked at $3.04M in Q3 2025.
14 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q3 2026.

Based on Archer Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.