D.J. St. Germain’s Calvert International Responsible Index ETF CVIE Stock Holding History

D.J. St. Germain’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	$9.01M	Buy	105,970 +230	+0.2%	+$18.6K	0.32%	78
2026 Q1	$7.69M	Buy	105,740 +1,771	+2%	+$133K	0.3%	77
2025 Q4	$7.41M	Buy	103,969 +16,941	+19%	+$1.18M	0.29%	79
2025 Q3	$5.94M	Buy	87,028 +15,478	+22%	+$1.02M	0.24%	85
2025 Q2	$4.66M	Buy	71,550 +3,985	+6%	+$244K	0.2%	96
2025 Q1	$3.91M	Buy	67,565 +6,220	+10%	+$362K	0.18%	98
2024 Q4	$3.38M	Sell	61,345 -27,147	-31%	-$1.56M	0.15%	110
2024 Q3	$5.3M	Sell	88,492 -115	-0.1%	-$6.66K	0.24%	91
2024 Q2	$4.99M	Buy	+88,607	New	+$5.01M	0.24%	92

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

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

D.J. St. Germain's CVIE Position: Q2 2026 in Review

D.J. St. Germain increased its Calvert International Responsible Index ETF (CVIE) stake by 0.22% in Q2 2026, buying an estimated $18.6K and bringing the position to 105,970 shares worth $9.01M. The position accounts for 0.32% of the portfolio, ranked #78.

D.J. St. Germain first reported a position in CVIE in Q2 2024 and has held it in 9 quarters since. 90 funds tracked by Wall St. Rank hold CVIE as of Q2 2026.

D.J. St. Germain held 105,970 shares of Calvert International Responsible Index ETF worth $9.01M as of Q2 2026.
D.J. St. Germain bought 230 Calvert International Responsible Index ETF shares in Q2 2026, an estimated $18.6K.
Calvert International Responsible Index ETF made up 0.32% of D.J. St. Germain's portfolio in Q2 2026, its #78 holding.
D.J. St. Germain first reported a position in Calvert International Responsible Index ETF in Q2 2024 and has held it in 9 quarters since.
90 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.