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 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rossby Financial Melbourne, Florida $489M AUM 36.7% 1-Year Est. Return

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

EP Wealth Advisors Torrance, California $20.3B AUM

Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return