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 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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Commonwealth Equity Services's CVIE Position: Q2 2026 in Review

Commonwealth Equity Services increased its Calvert International Responsible Index ETF (CVIE) stake by 0.93% in Q2 2026, buying an estimated $595K and bringing the position to 797,392 shares worth $67.8M. The position accounts for 0.09% of the portfolio, ranked #233.

Commonwealth Equity Services first reported a position in CVIE in Q1 2023 and has held it in 14 quarters since. 90 funds tracked by Wall St. Rank hold CVIE as of Q2 2026.

Commonwealth Equity Services held 797,392 shares of Calvert International Responsible Index ETF worth $67.8M as of Q2 2026.
Commonwealth Equity Services bought 7,344 Calvert International Responsible Index ETF shares in Q2 2026, an estimated $595K.
Calvert International Responsible Index ETF made up 0.09% of Commonwealth Equity Services's portfolio in Q2 2026, its #233 holding.
Commonwealth Equity Services first reported a position in Calvert International Responsible Index ETF in Q1 2023 and has held it in 14 quarters since.
90 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.