Carson Wealth (CWM LLC)
CVIE icon

Carson Wealth (CWM LLC)’s Calvert International Responsible Index ETF CVIE Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$1.04M Buy
14,362
+1,502
+12% +$113K ﹤0.01% 1514
2025
Q4 		$917K Buy
12,860
+1,513
+13% +$106K ﹤0.01% 1545
2025
Q3 		$774K Buy
+11,347
New +$750K ﹤0.01% 1545

Other funds holding CVIE

Commonwealth Equity Services
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
GWP
Gateway Wealth Partners Appleton, Wisconsin $1.67B AUM 21.55% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CVIE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Calvert International Responsible Index ETF (CVIE) stake by 12% in Q1 2026, buying an estimated $113K and bringing the position to 14,362 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1514.

Carson Wealth (CWM LLC) first reported a position in CVIE in Q3 2025 and has held it in 3 quarters since. 76 funds tracked by Wall St. Rank hold CVIE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 14,362 shares of Calvert International Responsible Index ETF worth $1.04M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,502 Calvert International Responsible Index ETF shares in Q1 2026, an estimated $113K.
  • Calvert International Responsible Index ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1514 holding.
  • Carson Wealth (CWM LLC) first reported a position in Calvert International Responsible Index ETF in Q3 2025 and has held it in 3 quarters since.
  • 76 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.