IFG Advisory’s Calvert International Responsible Index ETF CVIE Stock Holding History

IFG Advisory’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 Q3	$104K	Buy	+1,256	New	+$106K	﹤0.01%	1064

Other funds holding CVIE

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Rossby Financial Melbourne, Florida $673M AUM 21.47% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

North Berkeley Wealth Management Berkeley, California $258M AUM 15.55% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Financial Insights Tacoma, Washington $394M AUM 16.93% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return

WealthGarden F.S. El Segundo, California $178M AUM 14.97% 1-Year Est. Return

IFG Advisory's CVIE Position: Q3 2026 in Review

IFG Advisory opened a new position in Calvert International Responsible Index ETF (CVIE) in Q3 2026: 1,256 shares worth $104K. The stake represents ﹤0.01% of the portfolio and ranks #1064 among its holdings.

51 funds tracked by Wall St. Rank hold CVIE as of Q3 2026.

IFG Advisory held 1,256 shares of Calvert International Responsible Index ETF worth $104K as of Q3 2026.
Calvert International Responsible Index ETF was a new IFG Advisory position in Q3 2026.
Calvert International Responsible Index ETF made up ﹤0.01% of IFG Advisory's portfolio in Q3 2026, its #1064 holding.
51 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.