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 Q2	$5.8M	Sell	68,233 -58,659	-46%	-$4.75M	0.35%	75
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 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

Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return

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 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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Gateway Wealth Partners's CVIE Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Calvert International Responsible Index ETF (CVIE) stake by 46% in Q2 2026, selling an estimated $4.75M and leaving 68,233 shares worth $5.8M. The position accounts for 0.35% of the portfolio, ranked #75.

Gateway Wealth Partners first reported a position in CVIE in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.22M in Q1 2026. 90 funds tracked by Wall St. Rank hold CVIE as of Q2 2026.

Gateway Wealth Partners held 68,233 shares of Calvert International Responsible Index ETF worth $5.8M as of Q2 2026.
Gateway Wealth Partners sold 58,659 Calvert International Responsible Index ETF shares in Q2 2026, an estimated $4.75M.
Calvert International Responsible Index ETF made up 0.35% of Gateway Wealth Partners's portfolio in Q2 2026, its #75 holding.
Gateway Wealth Partners first reported a position in Calvert International Responsible Index ETF in Q2 2025 and has held it in 5 quarters since.
Gateway Wealth Partners's Calvert International Responsible Index ETF position peaked at $9.22M in Q1 2026.
90 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.