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

Kestra Advisory Services’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 		$1.44M Buy
16,978
+1,020
+6% +$82.6K ﹤0.01% 1569
2026
Q1 		$1.16M Buy
15,958
+93
+0.6% +$6.99K ﹤0.01% 1629
2025
Q4 		$1.13M Buy
15,865
+908
+6% +$63.5K ﹤0.01% 1571
2025
Q3 		$1.02M Buy
+14,957
New +$989K ﹤0.01% 1574

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 $18.2B AUM 21.48% 1-Year Est. Return
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

Kestra Advisory Services's CVIE Position: Q2 2026 in Review

Kestra Advisory Services increased its Calvert International Responsible Index ETF (CVIE) stake by 6.4% in Q2 2026, buying an estimated $82.6K and bringing the position to 16,978 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1569.

Kestra Advisory Services first reported a position in CVIE in Q3 2025 and has held it in 4 quarters since. 90 funds tracked by Wall St. Rank hold CVIE as of Q2 2026.

  • Kestra Advisory Services held 16,978 shares of Calvert International Responsible Index ETF worth $1.44M as of Q2 2026.
  • Kestra Advisory Services bought 1,020 Calvert International Responsible Index ETF shares in Q2 2026, an estimated $82.6K.
  • Calvert International Responsible Index ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1569 holding.
  • Kestra Advisory Services first reported a position in Calvert International Responsible Index ETF in Q3 2025 and has held it in 4 quarters since.
  • 90 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.