Bank of Montreal
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Bank of Montreal’s Calvert International Responsible Index ETF CVIE Stock Holding History

Bank of Montreal’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
2024
Q4 		– Sell
-11,909
Closed -$655K – 3587
2024
Q3 		$655K Buy
+11,909
New +$690K ﹤0.01% 2249
2024
Q2 		– Sell
-9,555
Closed -$545K – 3902
2024
Q1 		$545K Sell
9,555
-2,567
-21% -$140K ﹤0.01% 2388
2023
Q4 		$655K Buy
+12,122
New +$604K ﹤0.01% 2326

Other funds holding CVIE

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OBWP
O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of Montreal's CVIE Position: Q4 2024 in Review

Bank of Montreal sold out of Calvert International Responsible Index ETF (CVIE) in Q4 2024, closing a stake of 11,909 shares — an estimated $655K sold.

Bank of Montreal first reported a position in CVIE in Q4 2023 and held it in 3 quarters. The position peaked at $655K in Q4 2023. 32 funds tracked by Wall St. Rank hold CVIE as of Q4 2024.

  • Bank of Montreal reported no remaining Calvert International Responsible Index ETF position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 11,909 Calvert International Responsible Index ETF shares in Q4 2024, an estimated $655K.
  • Bank of Montreal first reported a position in Calvert International Responsible Index ETF in Q4 2023 and held it in 3 quarters.
  • Bank of Montreal's Calvert International Responsible Index ETF position peaked at $655K in Q4 2023.
  • 32 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.