BPI
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BFC Planning, Inc.’s Calvert International Responsible Index ETF CVIE Stock Holding History

BFC Planning, Inc.’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 		$1.28K Sell
15
-15
-50% -$1.22K ﹤0.01% 3095
2026
Q1 		$2.18K Hold
30
– – ﹤0.01% 2571
2025
Q4 		$2.14K Hold
30
– – ﹤0.01% 2611
2025
Q3 		$2.05K Buy
+30
New +$1.98K ﹤0.01% 2469

Other funds holding CVIE

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Rossby Financial
Rossby Financial Melbourne, Florida $673M AUM 21.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
World Investment Advisors
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $26.2B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
North Berkeley Wealth Management
North Berkeley Wealth Management Berkeley, California $258M AUM 15.55% 1-Year Est. Return
D.J. St. Germain
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

BFC Planning, Inc.'s CVIE Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Calvert International Responsible Index ETF (CVIE) stake by 50% in Q2 2026, selling an estimated $1.22K and leaving 15 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #3095.

BFC Planning, Inc. first reported a position in CVIE in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.18K in Q1 2026. 91 funds tracked by Wall St. Rank hold CVIE as of Q2 2026.

  • BFC Planning, Inc. held 15 shares of Calvert International Responsible Index ETF worth $1.28K as of Q2 2026.
  • BFC Planning, Inc. sold 15 Calvert International Responsible Index ETF shares in Q2 2026, an estimated $1.22K.
  • Calvert International Responsible Index ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #3095 holding.
  • BFC Planning, Inc. first reported a position in Calvert International Responsible Index ETF in Q3 2025 and has held it in 4 quarters since.
  • BFC Planning, Inc.'s Calvert International Responsible Index ETF position peaked at $2.18K in Q1 2026.
  • 91 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.