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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
Q2 		$9.61K Hold
113
– – ﹤0.01% 695
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 $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

Founders Financial Alliance's CVIE Position: Q2 2026 in Review

Founders Financial Alliance held its Calvert International Responsible Index ETF (CVIE) position steady in Q2 2026 at 113 shares worth $9.61K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Founders Financial Alliance first reported a position in CVIE in Q3 2025 and has held it in 4 quarters since. 90 funds tracked by Wall St. Rank hold CVIE as of Q2 2026.

  • Founders Financial Alliance held 113 shares of Calvert International Responsible Index ETF worth $9.61K as of Q2 2026.
  • Founders Financial Alliance left its Calvert International Responsible Index ETF share count unchanged in Q2 2026.
  • Calvert International Responsible Index ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #695 holding.
  • Founders Financial Alliance first reported a position in Calvert International Responsible Index ETF in Q3 2025 and has held it in 4 quarters since.
  • 90 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.