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

Founders Financial Alliance’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 		$8.21K Hold
113
– – ﹤0.01% 651
2025
Q4 		$8.06K Hold
113
– – ﹤0.01% 523
2025
Q3 		$7.71K Buy
+113
New +$7.47K ﹤0.01% 625

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

Founders Financial Alliance's CVIE Position: Q1 2026 in Review

Founders Financial Alliance held its Calvert International Responsible Index ETF (CVIE) position steady in Q1 2026 at 113 shares worth $8.21K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Founders Financial Alliance first reported a position in CVIE in Q3 2025 and has held it in 3 quarters since. 76 funds tracked by Wall St. Rank hold CVIE as of Q1 2026.

  • Founders Financial Alliance held 113 shares of Calvert International Responsible Index ETF worth $8.21K as of Q1 2026.
  • Founders Financial Alliance left its Calvert International Responsible Index ETF share count unchanged in Q1 2026.
  • Calvert International Responsible Index ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q1 2026, its #651 holding.
  • Founders Financial Alliance first reported a position in Calvert International Responsible Index ETF in Q3 2025 and has held it in 3 quarters since.
  • 76 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.