EP Wealth Advisors’s Calvert International Responsible Index ETF CVIE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.62M | Sell |
40,206
-7,663
| -16% | -$499K | 0.02% | 361 |
|
|
2025
Q1 | $2.77M | Sell |
47,869
-4,638
| -9% | -$269K | 0.02% | 312 |
|
|
2024
Q4 | $2.9M | Sell |
52,507
-26,778
| -34% | -$1.48M | 0.02% | 292 |
|
|
2024
Q3 | $4.75M | Sell |
79,285
-13,979
| -15% | -$837K | 0.04% | 226 |
|
|
2024
Q2 | $5.26M | Buy |
+93,264
| New | +$5.26M | 0.06% | 177 |
|