MOS
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MGO One Seven’s Calvert International Responsible Index ETF CVIE Stock Holding History

MGO One Seven’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 		$5.16M Sell
60,733
-1,618
-3% -$131K 0.09% 259
2026
Q1 		$4.53M Sell
62,351
-1,915
-3% -$144K 0.09% 253
2025
Q4 		$4.58M Buy
+64,266
New +$4.49M 0.09% 249

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

MGO One Seven's CVIE Position: Q2 2026 in Review

MGO One Seven reduced its Calvert International Responsible Index ETF (CVIE) stake by 2.6% in Q2 2026, selling an estimated $131K and leaving 60,733 shares worth $5.16M. The position accounts for 0.09% of the portfolio, ranked #259.

MGO One Seven first reported a position in CVIE in Q4 2025 and has held it in 3 quarters since. 90 funds tracked by Wall St. Rank hold CVIE as of Q2 2026.

  • MGO One Seven held 60,733 shares of Calvert International Responsible Index ETF worth $5.16M as of Q2 2026.
  • MGO One Seven sold 1,618 Calvert International Responsible Index ETF shares in Q2 2026, an estimated $131K.
  • Calvert International Responsible Index ETF made up 0.09% of MGO One Seven's portfolio in Q2 2026, its #259 holding.
  • MGO One Seven first reported a position in Calvert International Responsible Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 90 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.