Atria Investments’s Calvert International Responsible Index ETF CVIE Stock Holding History

Atria Investments’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	$238K	Buy	+2,801	New	+$227K	﹤0.01%	1979

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

Atria Investments's CVIE Position: Q2 2026 in Review

Atria Investments opened a new position in Calvert International Responsible Index ETF (CVIE) in Q2 2026: 2,801 shares worth $238K. The stake represents ﹤0.01% of the portfolio and ranks #1979 among its holdings.

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

Atria Investments held 2,801 shares of Calvert International Responsible Index ETF worth $238K as of Q2 2026.
Calvert International Responsible Index ETF was a new Atria Investments position in Q2 2026.
Calvert International Responsible Index ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1979 holding.
89 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.