Focus Partners Wealth
CVIE icon

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

Focus Partners Wealth’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 		$4.3M Buy
50,630
+23,442
+86% +$1.9M ﹤0.01% 1024
2026
Q1 		$1.98M Buy
27,188
+12,480
+85% +$938K ﹤0.01% 1316
2025
Q4 		$1.05M Buy
14,708
+10,460
+246% +$731K ﹤0.01% 1619
2025
Q3 		$290K Buy
4,248
+2
+0% +$132 ﹤0.01% 1861
2025
Q2 		$276K Buy
4,246
+4
+0.1% +$245 ﹤0.01% 1717
2025
Q1 		$246K Buy
+4,242
New +$247K ﹤0.01% 1670

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 Wealth's CVIE Position: Q2 2026 in Review

Focus Partners Wealth increased its Calvert International Responsible Index ETF (CVIE) stake by 86% in Q2 2026, buying an estimated $1.9M and bringing the position to 50,630 shares worth $4.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1024.

Focus Partners Wealth first reported a position in CVIE in Q1 2025 and has held it in 6 quarters since. 89 funds tracked by Wall St. Rank hold CVIE as of Q2 2026.

  • Focus Partners Wealth held 50,630 shares of Calvert International Responsible Index ETF worth $4.3M as of Q2 2026.
  • Focus Partners Wealth bought 23,442 Calvert International Responsible Index ETF shares in Q2 2026, an estimated $1.9M.
  • Calvert International Responsible Index ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1024 holding.
  • Focus Partners Wealth first reported a position in Calvert International Responsible Index ETF in Q1 2025 and has held it in 6 quarters since.
  • 89 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.