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

Financial Insights’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	$2.72M	Sell	31,990 -233	-0.7%	-$18.9K	0.72%	28
2026 Q1	$2.34M	Buy	32,223 +217	+0.7%	+$16.3K	0.76%	28
2025 Q4	$2.28M	Buy	32,006 +3,030	+10%	+$212K	0.76%	28
2025 Q3	$1.98M	Buy	28,976 +10,081	+53%	+$666K	0.65%	31
2025 Q2	$1.23M	Buy	+18,895	New	+$1.16M	0.45%	38

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

Financial Insights's CVIE Position: Q2 2026 in Review

Financial Insights reduced its Calvert International Responsible Index ETF (CVIE) stake by 0.72% in Q2 2026, selling an estimated $18.9K and leaving 31,990 shares worth $2.72M. The position accounts for 0.72% of the portfolio, ranked #28.

Financial Insights first reported a position in CVIE in Q2 2025 and has held it in 5 quarters since. 90 funds tracked by Wall St. Rank hold CVIE as of Q2 2026.

Financial Insights held 31,990 shares of Calvert International Responsible Index ETF worth $2.72M as of Q2 2026.
Financial Insights sold 233 Calvert International Responsible Index ETF shares in Q2 2026, an estimated $18.9K.
Calvert International Responsible Index ETF made up 0.72% of Financial Insights's portfolio in Q2 2026, its #28 holding.
Financial Insights first reported a position in Calvert International Responsible Index ETF in Q2 2025 and has held it in 5 quarters since.
90 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q2 2026.

Based on Financial Insights's 13F filing for Q2 2026, filed 25 Aug 2026.