Kondo Wealth Advisors’s Calvert International Responsible Index ETF CVIE Stock Holding History

Kondo Wealth Advisors’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	$683K	Sell	8,039 -1,393	-15%	-$113K	0.23%	36
2026 Q1	$686K	Sell	9,432 -815	-8%	-$61.3K	0.26%	31
2025 Q4	$731K	Sell	10,247 -3,640	-26%	-$254K	0.28%	33
2025 Q3	$948K	Sell	13,887 -722	-5%	-$47.7K	0.38%	28
2025 Q2	$948K	Sell	14,609 -3,505	-19%	-$215K	0.42%	27
2025 Q1	$1.05M	Sell	18,114 -3,546	-16%	-$206K	0.52%	23
2024 Q4	$1.2M	Buy	+21,660	New	+$1.24M	0.61%	22

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

Kondo Wealth Advisors's CVIE Position: Q2 2026 in Review

Kondo Wealth Advisors reduced its Calvert International Responsible Index ETF (CVIE) stake by 15% in Q2 2026, selling an estimated $113K and leaving 8,039 shares worth $683K. The position accounts for 0.23% of the portfolio, ranked #36.

Kondo Wealth Advisors first reported a position in CVIE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.2M in Q4 2024. 90 funds tracked by Wall St. Rank hold CVIE as of Q2 2026.

Kondo Wealth Advisors held 8,039 shares of Calvert International Responsible Index ETF worth $683K as of Q2 2026.
Kondo Wealth Advisors sold 1,393 Calvert International Responsible Index ETF shares in Q2 2026, an estimated $113K.
Calvert International Responsible Index ETF made up 0.23% of Kondo Wealth Advisors's portfolio in Q2 2026, its #36 holding.
Kondo Wealth Advisors first reported a position in Calvert International Responsible Index ETF in Q4 2024 and has held it in 7 quarters since.
Kondo Wealth Advisors's Calvert International Responsible Index ETF position peaked at $1.2M in Q4 2024.
90 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q2 2026.

Based on Kondo Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.