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 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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rossby Financial Melbourne, Florida $489M AUM 36.7% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

GWP

Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Engines Advisors's CVIE Position: Q1 2026 in Review

Financial Engines Advisors reduced its Calvert International Responsible Index ETF (CVIE) stake by 6% in Q1 2026, selling an estimated $44.7K and leaving 9,369 shares worth $681K. The position accounts for ﹤0.01% of the portfolio, ranked #351.

Financial Engines Advisors first reported a position in CVIE in Q1 2024 and has held it in 9 quarters since. The position peaked at $710K in Q4 2025. 76 funds tracked by Wall St. Rank hold CVIE as of Q1 2026.

Financial Engines Advisors held 9,369 shares of Calvert International Responsible Index ETF worth $681K as of Q1 2026.
Financial Engines Advisors sold 595 Calvert International Responsible Index ETF shares in Q1 2026, an estimated $44.7K.
Calvert International Responsible Index ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #351 holding.
Financial Engines Advisors first reported a position in Calvert International Responsible Index ETF in Q1 2024 and has held it in 9 quarters since.
Financial Engines Advisors's Calvert International Responsible Index ETF position peaked at $710K in Q4 2025.
76 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.