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 Q3	$2.73M	Buy	32,807 +15,829	+93%	+$1.33M	0.01%	1244
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 Waltham, Massachusetts $77B AUM 19.24% 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

AIFS

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Kestra Advisory Services's CVIE Position: Q3 2026 in Review

Kestra Advisory Services increased its Calvert International Responsible Index ETF (CVIE) stake by 93% in Q3 2026, buying an estimated $1.33M and bringing the position to 32,807 shares worth $2.73M. The position accounts for 0.01% of the portfolio, ranked #1244.

Kestra Advisory Services first reported a position in CVIE in Q3 2025 and has held it in 5 quarters since. 37 funds tracked by Wall St. Rank hold CVIE as of Q3 2026.

Kestra Advisory Services held 32,807 shares of Calvert International Responsible Index ETF worth $2.73M as of Q3 2026.
Kestra Advisory Services bought 15,829 Calvert International Responsible Index ETF shares in Q3 2026, an estimated $1.33M.
Calvert International Responsible Index ETF made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1244 holding.
Kestra Advisory Services first reported a position in Calvert International Responsible Index ETF in Q3 2025 and has held it in 5 quarters since.
37 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.