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Cary Street Partners Investment Advisory’s Calvert International Responsible Index ETF CVIE Stock Holding History

Cary Street Partners Investment Advisory’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
-12,300
Closed -$737K – 548
2024
Q3 		$737K Buy
+12,300
New +$712K 0.03% 418

Other funds holding CVIE

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Cary Street Partners Investment Advisory's CVIE Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of Calvert International Responsible Index ETF (CVIE) in Q4 2024, closing a stake of 12,300 shares — an estimated $737K sold.

Cary Street Partners Investment Advisory first reported a position in CVIE in Q3 2024 and held it in 1 quarter. The position peaked at $737K in Q3 2024. 32 funds tracked by Wall St. Rank hold CVIE as of Q4 2024.

  • Cary Street Partners Investment Advisory reported no remaining Calvert International Responsible Index ETF position as of Q4 2024 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 12,300 Calvert International Responsible Index ETF shares in Q4 2024, an estimated $737K.
  • Cary Street Partners Investment Advisory first reported a position in Calvert International Responsible Index ETF in Q3 2024 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's Calvert International Responsible Index ETF position peaked at $737K in Q3 2024.
  • 32 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.