Commonwealth Equity Services’s Calvert International Responsible Index ETF CVIE Stock Holding History

Commonwealth Equity Services’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 Q3	$54.6M	Sell	657,284 -140,108	-18%	-$11.8M	0.07%	270
2026 Q2	$67.8M	Buy	797,392 +7,344	+0.9%	+$595K	0.09%	233
2026 Q1	$57.4M	Buy	790,048 +33,738	+4%	+$2.54M	0.08%	248
2025 Q4	$53.9M	Buy	756,310 +26,947	+4%	+$1.88M	0.07%	265
2025 Q3	$49.8M	Buy	729,363 +24,624	+3%	+$1.63M	0.06%	293
2025 Q2	$45.9M	Buy	704,739 +26,484	+4%	+$1.62M	0.06%	312
2025 Q1	$39.3M	Buy	678,255 +2,200	+0.3%	+$128K	0.06%	333
2024 Q4	$37.3M	Buy	676,055 +25,326	+4%	+$1.45M	0.05%	325
2024 Q3	$39M	Buy	650,729 +57,041	+10%	+$3.3M	0.06%	305
2024 Q2	$33.5M	Buy	593,688 +28,853	+5%	+$1.63M	0.05%	336
2024 Q1	$32.2M	Buy	564,835 +109,157	+24%	+$5.97M	0.05%	347
2023 Q4	$24.5M	Buy	455,678 +11,118	+3%	+$554K	0.04%	394
2023 Q3	$21.5M	Buy	444,560 +158,016	+55%	+$8M	0.04%	387
2023 Q2	$14.8M	Buy	286,544 +266,795	+1,351%	+$13.6M	0.03%	529
2023 Q1	$986K	Buy	+19,749	New	+$967K	﹤0.01%	2053

Other funds holding CVIE

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

North Berkeley Wealth Management Berkeley, California $258M AUM 15.55% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Financial Insights Tacoma, Washington $394M AUM 16.93% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Commonwealth Equity Services's CVIE Position: Q3 2026 in Review

Commonwealth Equity Services reduced its Calvert International Responsible Index ETF (CVIE) stake by 18% in Q3 2026, selling an estimated $11.8M and leaving 657,284 shares worth $54.6M. The position accounts for 0.07% of the portfolio, ranked #270.

Commonwealth Equity Services first reported a position in CVIE in Q1 2023 and has held it in 15 quarters since. The position peaked at $67.8M in Q2 2026. 37 funds tracked by Wall St. Rank hold CVIE as of Q3 2026.

Commonwealth Equity Services held 657,284 shares of Calvert International Responsible Index ETF worth $54.6M as of Q3 2026.
Commonwealth Equity Services sold 140,108 Calvert International Responsible Index ETF shares in Q3 2026, an estimated $11.8M.
Calvert International Responsible Index ETF made up 0.07% of Commonwealth Equity Services's portfolio in Q3 2026, its #270 holding.
Commonwealth Equity Services first reported a position in Calvert International Responsible Index ETF in Q1 2023 and has held it in 15 quarters since.
Commonwealth Equity Services's Calvert International Responsible Index ETF position peaked at $67.8M in Q2 2026.
37 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.