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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
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
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RF
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Insights's CVIE Position: Q1 2026 in Review

Financial Insights increased its Calvert International Responsible Index ETF (CVIE) stake by 0.68% in Q1 2026, buying an estimated $16.3K and bringing the position to 32,223 shares worth $2.34M. The position accounts for 0.76% of the portfolio, ranked #28.

Financial Insights first reported a position in CVIE in Q2 2025 and has held it in 4 quarters since. 76 funds tracked by Wall St. Rank hold CVIE as of Q1 2026.

  • Financial Insights held 32,223 shares of Calvert International Responsible Index ETF worth $2.34M as of Q1 2026.
  • Financial Insights bought 217 Calvert International Responsible Index ETF shares in Q1 2026, an estimated $16.3K.
  • Calvert International Responsible Index ETF made up 0.76% of Financial Insights's portfolio in Q1 2026, its #28 holding.
  • Financial Insights first reported a position in Calvert International Responsible Index ETF in Q2 2025 and has held it in 4 quarters since.
  • 76 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q1 2026.

Based on Financial Insights's 13F filing for Q1 2026, filed 19 May 2026.