Ironwood Investment Counsel’s Calvert International Responsible Index ETF CVIE Stock Holding History

Ironwood Investment Counsel’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	$340K	Hold	4,000	–	–	0.04%	213
2026 Q1	$291K	Hold	4,000	–	–	0.04%	221
2025 Q4	$285K	Hold	4,000	–	–	0.04%	222
2025 Q3	$273K	Hold	4,000	–	–	0.04%	225
2025 Q2	$260K	Hold	4,000	–	–	0.04%	221
2025 Q1	$232K	Hold	4,000	–	–	0.04%	222
2024 Q4	$221K	Hold	4,000	–	–	0.04%	231
2024 Q3	$240K	Hold	4,000	–	–	0.04%	233
2024 Q2	$225K	Hold	4,000	–	–	0.04%	237
2024 Q1	$228K	Hold	4,000	–	–	0.04%	236
2023 Q4	$215K	Buy	+4,000	New	+$199K	0.04%	238
2023 Q3	–	Sell	-4,000	Closed	-$206K	–	247
2023 Q2	$206K	Buy	+4,000	New	+$204K	0.05%	204

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

Ironwood Investment Counsel's CVIE Position: Q2 2026 in Review

Ironwood Investment Counsel held its Calvert International Responsible Index ETF (CVIE) position steady in Q2 2026 at 4,000 shares worth $340K. The position accounts for 0.04% of the portfolio, ranked #213.

Ironwood Investment Counsel first reported a position in CVIE in Q2 2023 and has held it in 12 quarters since. 89 funds tracked by Wall St. Rank hold CVIE as of Q2 2026.

Ironwood Investment Counsel held 4,000 shares of Calvert International Responsible Index ETF worth $340K as of Q2 2026.
Ironwood Investment Counsel left its Calvert International Responsible Index ETF share count unchanged in Q2 2026.
Calvert International Responsible Index ETF made up 0.04% of Ironwood Investment Counsel's portfolio in Q2 2026, its #213 holding.
Ironwood Investment Counsel first reported a position in Calvert International Responsible Index ETF in Q2 2023 and has held it in 12 quarters since.
89 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q2 2026.

Based on Ironwood Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.