Evermay Wealth Management’s Calvert International Responsible Index ETF CVIE Stock Holding History

Evermay Wealth Management’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	$114K	Hold	1,340	–	–	0.01%	253
2026 Q1	$97.4K	Hold	1,340	–	–	0.01%	253
2025 Q4	$95.5K	Hold	1,340	–	–	0.01%	262
2025 Q3	$91.4K	Hold	1,340	–	–	0.01%	275
2025 Q2	$87.2K	Hold	1,340	–	–	0.01%	279
2025 Q1	$77.6K	Hold	1,340	–	–	0.01%	288
2024 Q4	$73.9K	Hold	1,340	–	–	0.01%	287
2024 Q3	$80.3K	Buy	+1,340	New	+$77.6K	0.01%	287

Other funds holding CVIE

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

Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Evermay Wealth Management's CVIE Position: Q2 2026 in Review

Evermay Wealth Management held its Calvert International Responsible Index ETF (CVIE) position steady in Q2 2026 at 1,340 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #253.

Evermay Wealth Management first reported a position in CVIE in Q3 2024 and has held it in 8 quarters since. 89 funds tracked by Wall St. Rank hold CVIE as of Q2 2026.

Evermay Wealth Management held 1,340 shares of Calvert International Responsible Index ETF worth $114K as of Q2 2026.
Evermay Wealth Management left its Calvert International Responsible Index ETF share count unchanged in Q2 2026.
Calvert International Responsible Index ETF made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #253 holding.
Evermay Wealth Management first reported a position in Calvert International Responsible Index ETF in Q3 2024 and has held it in 8 quarters since.
89 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.