EWA
CVIE icon

EP Wealth Advisors’s Calvert International Responsible Index ETF CVIE Stock Holding History

EP Wealth Advisors’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 		$12.4M Buy
171,059
+134,942
+374% +$10.1M 0.06% 194
2025
Q4 		$2.58M Buy
+36,117
New +$2.53M 0.01% 395
2025
Q2 		$2.62M Sell
40,206
-7,663
-16% -$469K 0.02% 361
2025
Q1 		$2.77M Sell
47,869
-4,638
-9% -$270K 0.02% 312
2024
Q4 		$2.9M Sell
52,507
-26,778
-34% -$1.54M 0.02% 292
2024
Q3 		$4.75M Sell
79,285
-13,979
-15% -$809K 0.04% 226
2024
Q2 		$5.26M Buy
+93,264
New +$5.27M 0.06% 177

Other funds holding CVIE

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $1.67B AUM 21.55% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NBWM
North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return

EP Wealth Advisors's CVIE Position: Q1 2026 in Review

EP Wealth Advisors increased its Calvert International Responsible Index ETF (CVIE) stake by 374% in Q1 2026, buying an estimated $10.1M and bringing the position to 171,059 shares worth $12.4M. The position accounts for 0.06% of the portfolio, ranked #194.

EP Wealth Advisors first reported a position in CVIE in Q2 2024 and has held it in 7 quarters since. 76 funds tracked by Wall St. Rank hold CVIE as of Q1 2026.

  • EP Wealth Advisors held 171,059 shares of Calvert International Responsible Index ETF worth $12.4M as of Q1 2026.
  • EP Wealth Advisors bought 134,942 Calvert International Responsible Index ETF shares in Q1 2026, an estimated $10.1M.
  • Calvert International Responsible Index ETF made up 0.06% of EP Wealth Advisors's portfolio in Q1 2026, its #194 holding.
  • EP Wealth Advisors first reported a position in Calvert International Responsible Index ETF in Q2 2024 and has held it in 7 quarters since.
  • 76 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.