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

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

Lincoln Capital Corp East Greenwich, Rhode Island $308M AUM 24.88% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return