FPF
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First Pacific Financial’s Calvert International Responsible Index ETF CVIE Stock Holding History

First Pacific Financial’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 		$189K Buy
2,221
+987
+80% +$79.9K 0.02% 178
2026
Q1 		$89.7K Sell
1,234
-30
-2% -$2.25K 0.01% 204
2025
Q4 		$90.1K Buy
+1,264
New +$88.4K 0.01% 205

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

First Pacific Financial's CVIE Position: Q2 2026 in Review

First Pacific Financial increased its Calvert International Responsible Index ETF (CVIE) stake by 80% in Q2 2026, buying an estimated $79.9K and bringing the position to 2,221 shares worth $189K. The position accounts for 0.02% of the portfolio, ranked #178.

First Pacific Financial 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.

  • First Pacific Financial held 2,221 shares of Calvert International Responsible Index ETF worth $189K as of Q2 2026.
  • First Pacific Financial bought 987 Calvert International Responsible Index ETF shares in Q2 2026, an estimated $79.9K.
  • Calvert International Responsible Index ETF made up 0.02% of First Pacific Financial's portfolio in Q2 2026, its #178 holding.
  • First Pacific Financial 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 First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.