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Focus Partners Advisor Solutions’s Calvert International Responsible Index ETF CVIE Stock Holding History

Focus Partners Advisor Solutions’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 		– Sell
-2,971
Closed -$216K – 1287
2026
Q1 		$216K Buy
2,971
+35
+1% +$2.63K ﹤0.01% 1126
2025
Q4 		$209K Sell
2,936
-1,184
-29% -$82.8K ﹤0.01% 1013
2025
Q3 		$287K Buy
4,120
+713
+21% +$47.1K ﹤0.01% 923
2025
Q2 		$222K Buy
+3,407
New +$209K ﹤0.01% 989

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

Focus Partners Advisor Solutions's CVIE Position: Q2 2026 in Review

Focus Partners Advisor Solutions sold out of Calvert International Responsible Index ETF (CVIE) in Q2 2026, closing a stake of 2,971 shares — an estimated $216K sold.

Focus Partners Advisor Solutions first reported a position in CVIE in Q2 2025 and held it in 4 quarters. The position peaked at $287K in Q3 2025. 89 funds tracked by Wall St. Rank hold CVIE as of Q2 2026.

  • Focus Partners Advisor Solutions reported no remaining Calvert International Responsible Index ETF position as of Q2 2026 after selling out during the quarter.
  • Focus Partners Advisor Solutions sold 2,971 Calvert International Responsible Index ETF shares in Q2 2026, an estimated $216K.
  • Focus Partners Advisor Solutions first reported a position in Calvert International Responsible Index ETF in Q2 2025 and held it in 4 quarters.
  • Focus Partners Advisor Solutions's Calvert International Responsible Index ETF position peaked at $287K in Q3 2025.
  • 89 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.