Financial Engines Advisors
CVIE icon

Financial Engines Advisors’s Calvert International Responsible Index ETF CVIE Stock Holding History

Financial Engines 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 		$814K Buy
9,579
+210
+2% +$17K ﹤0.01% 337
2026
Q1 		$681K Sell
9,369
-595
-6% -$44.7K ﹤0.01% 351
2025
Q4 		$710K Buy
9,964
+523
+6% +$36.6K ﹤0.01% 355
2025
Q3 		$644K Buy
9,441
+658
+7% +$43.5K ﹤0.01% 359
2025
Q2 		$572K Buy
8,783
+161
+2% +$9.86K ﹤0.01% 366
2025
Q1 		$499K Sell
8,622
-167
-2% -$9.72K ﹤0.01% 322
2024
Q4 		$485K Buy
8,789
+704
+9% +$40.4K ﹤0.01% 331
2024
Q3 		$484K Sell
8,085
-515
-6% -$29.8K ﹤0.01% 281
2024
Q2 		$485K Buy
8,600
+260
+3% +$14.7K ﹤0.01% 266
2024
Q1 		$475K Buy
+8,340
New +$456K ﹤0.01% 251

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

Financial Engines Advisors's CVIE Position: Q2 2026 in Review

Financial Engines Advisors increased its Calvert International Responsible Index ETF (CVIE) stake by 2.2% in Q2 2026, buying an estimated $17K and bringing the position to 9,579 shares worth $814K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

Financial Engines Advisors first reported a position in CVIE in Q1 2024 and has held it in 10 quarters since. 90 funds tracked by Wall St. Rank hold CVIE as of Q2 2026.

  • Financial Engines Advisors held 9,579 shares of Calvert International Responsible Index ETF worth $814K as of Q2 2026.
  • Financial Engines Advisors bought 210 Calvert International Responsible Index ETF shares in Q2 2026, an estimated $17K.
  • Calvert International Responsible Index ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #337 holding.
  • Financial Engines Advisors first reported a position in Calvert International Responsible Index ETF in Q1 2024 and has held it in 10 quarters since.
  • 90 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.