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

Gateway Wealth Partners’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 		$9.22M Buy
126,892
+68,398
+117% +$5.14M 0.36% 77
2025
Q4 		$4.17M Buy
58,494
+1,508
+3% +$105K 0.46% 60
2025
Q3 		$3.89M Buy
56,986
+13,381
+31% +$885K 0.53% 53
2025
Q2 		$2.84M Buy
+43,605
New +$2.67M 0.54% 52

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 $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
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NBWM
North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return

Gateway Wealth Partners's CVIE Position: Q1 2026 in Review

Gateway Wealth Partners increased its Calvert International Responsible Index ETF (CVIE) stake by 117% in Q1 2026, buying an estimated $5.14M and bringing the position to 126,892 shares worth $9.22M. The position accounts for 0.36% of the portfolio, ranked #77.

Gateway Wealth Partners first reported a position in CVIE in Q2 2025 and has held it in 4 quarters since. 76 funds tracked by Wall St. Rank hold CVIE as of Q1 2026.

  • Gateway Wealth Partners held 126,892 shares of Calvert International Responsible Index ETF worth $9.22M as of Q1 2026.
  • Gateway Wealth Partners bought 68,398 Calvert International Responsible Index ETF shares in Q1 2026, an estimated $5.14M.
  • Calvert International Responsible Index ETF made up 0.36% of Gateway Wealth Partners's portfolio in Q1 2026, its #77 holding.
  • Gateway Wealth Partners first reported a position in Calvert International Responsible Index ETF in Q2 2025 and has held it in 4 quarters since.
  • 76 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.