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Evolve Private Wealth’s Calvert International Responsible Index ETF CVIE Stock Holding History

Evolve Private Wealth’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 		$2.15M Sell
25,304
-412
-2% -$33.4K 0.13% 144
2026
Q1 		$1.87M Buy
25,716
+82
+0.3% +$6.17K 0.1% 198
2025
Q4 		$1.83M Buy
+25,634
New +$1.79M 0.11% 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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
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

Evolve Private Wealth's CVIE Position: Q2 2026 in Review

Evolve Private Wealth reduced its Calvert International Responsible Index ETF (CVIE) stake by 1.6% in Q2 2026, selling an estimated $33.4K and leaving 25,304 shares worth $2.15M. The position accounts for 0.13% of the portfolio, ranked #144.

Evolve Private Wealth first reported a position in CVIE in Q4 2025 and has held it in 3 quarters since. 90 funds tracked by Wall St. Rank hold CVIE as of Q2 2026.

  • Evolve Private Wealth held 25,304 shares of Calvert International Responsible Index ETF worth $2.15M as of Q2 2026.
  • Evolve Private Wealth sold 412 Calvert International Responsible Index ETF shares in Q2 2026, an estimated $33.4K.
  • Calvert International Responsible Index ETF made up 0.13% of Evolve Private Wealth's portfolio in Q2 2026, its #144 holding.
  • Evolve Private Wealth first reported a position in Calvert International Responsible Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 90 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q2 2026.

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