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 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 $71.6B AUM 21.08% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rossby Financial Melbourne, Florida $489M AUM 36.7% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

GWP

Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NBWM

North Berkeley Wealth Management Berkeley, California $189M AUM 19.77% 1-Year Est. Return

D.J. St. Germain's CVIE Position: Q1 2026 in Review

D.J. St. Germain increased its Calvert International Responsible Index ETF (CVIE) stake by 1.7% in Q1 2026, buying an estimated $133K and bringing the position to 105,740 shares worth $7.69M. The position accounts for 0.3% of the portfolio, ranked #77.

D.J. St. Germain first reported a position in CVIE in Q2 2024 and has held it in 8 quarters since. 76 funds tracked by Wall St. Rank hold CVIE as of Q1 2026.

D.J. St. Germain held 105,740 shares of Calvert International Responsible Index ETF worth $7.69M as of Q1 2026.
D.J. St. Germain bought 1,771 Calvert International Responsible Index ETF shares in Q1 2026, an estimated $133K.
Calvert International Responsible Index ETF made up 0.3% of D.J. St. Germain's portfolio in Q1 2026, its #77 holding.
D.J. St. Germain first reported a position in Calvert International Responsible Index ETF in Q2 2024 and has held it in 8 quarters since.
76 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q1 2026.

Based on D.J. St. Germain's 13F filing for Q1 2026, filed 13 Apr 2026.