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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
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
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
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return
Ameriprise
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
Morgan Stanley
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
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

EP Wealth Advisors's CVIE Position: Q2 2026 in Review

EP Wealth Advisors increased its Calvert International Responsible Index ETF (CVIE) stake by 0.12% in Q2 2026, buying an estimated $16.5K and bringing the position to 171,263 shares worth $14.6M. The position accounts for 0.06% of the portfolio, ranked #224.

EP Wealth Advisors first reported a position in CVIE in Q2 2024 and has held it in 8 quarters since. 90 funds tracked by Wall St. Rank hold CVIE as of Q2 2026.

  • EP Wealth Advisors held 171,263 shares of Calvert International Responsible Index ETF worth $14.6M as of Q2 2026.
  • EP Wealth Advisors bought 204 Calvert International Responsible Index ETF shares in Q2 2026, an estimated $16.5K.
  • Calvert International Responsible Index ETF made up 0.06% of EP Wealth Advisors's portfolio in Q2 2026, its #224 holding.
  • EP Wealth Advisors first reported a position in Calvert International Responsible Index ETF in Q2 2024 and has held it in 8 quarters since.
  • 90 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.