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 Q3	$14.4M	Buy	172,636 +1,373	+0.8%	+$116K	0.06%	188
2026 Q2	$14.6M	Buy	171,263 +204	+0.1%	+$16.5K	0.06%	224
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 Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return

Rossby Financial Melbourne, Florida $673M AUM 21.47% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

North Berkeley Wealth Management Berkeley, California $258M AUM 15.55% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

EP Wealth Advisors's CVIE Position: Q3 2026 in Review

EP Wealth Advisors increased its Calvert International Responsible Index ETF (CVIE) stake by 0.8% in Q3 2026, buying an estimated $116K and bringing the position to 172,636 shares worth $14.4M. The position accounts for 0.06% of the portfolio, ranked #188.

EP Wealth Advisors first reported a position in CVIE in Q2 2024 and has held it in 9 quarters since. The position peaked at $14.6M in Q2 2026. 88 funds tracked by Wall St. Rank hold CVIE as of Q3 2026.

EP Wealth Advisors held 172,636 shares of Calvert International Responsible Index ETF worth $14.4M as of Q3 2026.
EP Wealth Advisors bought 1,373 Calvert International Responsible Index ETF shares in Q3 2026, an estimated $116K.
Calvert International Responsible Index ETF made up 0.06% of EP Wealth Advisors's portfolio in Q3 2026, its #188 holding.
EP Wealth Advisors first reported a position in Calvert International Responsible Index ETF in Q2 2024 and has held it in 9 quarters since.
EP Wealth Advisors's Calvert International Responsible Index ETF position peaked at $14.6M in Q2 2026.
88 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q3 2026.

Based on EP Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.