Creative Planning’s Calvert International Responsible Index ETF CVIE Stock Holding History

Creative Planning’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	$1.35M	Sell	15,829 -2,032	-11%	-$165K	﹤0.01%	2405
2026 Q1	$1.3M	Buy	17,861 +3,016	+20%	+$227K	﹤0.01%	2249
2025 Q4	$1.06M	Sell	14,845 -1,941	-12%	-$136K	﹤0.01%	2232
2025 Q3	$1.15M	Sell	16,786 -653	-4%	-$43.2K	﹤0.01%	1991
2025 Q2	$1.14M	Buy	17,439 +653	+4%	+$40K	﹤0.01%	1742
2025 Q1	$972K	Buy	16,786 +1,274	+8%	+$74.1K	﹤0.01%	1742
2024 Q4	$856K	Buy	+15,512	New	+$891K	﹤0.01%	1757

Other funds holding CVIE

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

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

Creative Planning's CVIE Position: Q2 2026 in Review

Creative Planning reduced its Calvert International Responsible Index ETF (CVIE) stake by 11% in Q2 2026, selling an estimated $165K and leaving 15,829 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #2405.

Creative Planning first reported a position in CVIE in Q4 2024 and has held it in 7 quarters since. 89 funds tracked by Wall St. Rank hold CVIE as of Q2 2026.

Creative Planning held 15,829 shares of Calvert International Responsible Index ETF worth $1.35M as of Q2 2026.
Creative Planning sold 2,032 Calvert International Responsible Index ETF shares in Q2 2026, an estimated $165K.
Calvert International Responsible Index ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2405 holding.
Creative Planning first reported a position in Calvert International Responsible Index ETF in Q4 2024 and has held it in 7 quarters since.
89 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.