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Golden State Equity Partners’s Calvert International Responsible Index ETF CVIE Stock Holding History

Golden State Equity 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 		– Sell
-1,596
Closed -$116K – 642
2026
Q1 		$116K Buy
+1,596
New +$120K 0.01% 716

Other funds holding CVIE

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WANY
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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

Golden State Equity Partners's CVIE Position: Q2 2026 in Review

Golden State Equity Partners sold out of Calvert International Responsible Index ETF (CVIE) in Q2 2026, closing a stake of 1,596 shares — an estimated $116K sold.

Golden State Equity Partners first reported a position in CVIE in Q1 2026 and held it in 1 quarter. The position peaked at $116K in Q1 2026. 89 funds tracked by Wall St. Rank hold CVIE as of Q2 2026.

  • Golden State Equity Partners reported no remaining Calvert International Responsible Index ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 1,596 Calvert International Responsible Index ETF shares in Q2 2026, an estimated $116K.
  • Golden State Equity Partners first reported a position in Calvert International Responsible Index ETF in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's Calvert International Responsible Index ETF position peaked at $116K in Q1 2026.
  • 89 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.