Key Financial Inc’s Calvert International Responsible Index ETF CVIE Stock Holding History

Key Financial Inc’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	$2.72K	Buy	+32	New	+$2.59K	﹤0.01%	1113

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

Key Financial Inc's CVIE Position: Q2 2026 in Review

Key Financial Inc opened a new position in Calvert International Responsible Index ETF (CVIE) in Q2 2026: 32 shares worth $2.72K. The stake represents ﹤0.01% of the portfolio and ranks #1113 among its holdings.

89 funds tracked by Wall St. Rank hold CVIE as of Q2 2026.

Key Financial Inc held 32 shares of Calvert International Responsible Index ETF worth $2.72K as of Q2 2026.
Calvert International Responsible Index ETF was a new Key Financial Inc position in Q2 2026.
Calvert International Responsible Index ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1113 holding.
89 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.