Modern Wealth Management’s Calvert International Responsible Index ETF CVIE Stock Holding History

Modern Wealth Management’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	$6.85M	Buy	80,620 +19,911	+33%	+$1.61M	0.08%	224
2026 Q1	$4.49M	Buy	60,709 +26,102	+75%	+$1.96M	0.08%	210
2025 Q4	$2.47M	Buy	34,607 +2,833	+9%	+$198K	0.05%	268
2025 Q3	$2.17M	Buy	31,774 +1,472	+5%	+$97.3K	0.04%	270
2025 Q2	$1.97M	Buy	+30,302	New	+$1.85M	0.05%	266

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

Modern Wealth Management's CVIE Position: Q2 2026 in Review

Modern Wealth Management increased its Calvert International Responsible Index ETF (CVIE) stake by 33% in Q2 2026, buying an estimated $1.61M and bringing the position to 80,620 shares worth $6.85M. The position accounts for 0.08% of the portfolio, ranked #224.

Modern Wealth Management first reported a position in CVIE in Q2 2025 and has held it in 5 quarters since. 89 funds tracked by Wall St. Rank hold CVIE as of Q2 2026.

Modern Wealth Management held 80,620 shares of Calvert International Responsible Index ETF worth $6.85M as of Q2 2026.
Modern Wealth Management bought 19,911 Calvert International Responsible Index ETF shares in Q2 2026, an estimated $1.61M.
Calvert International Responsible Index ETF made up 0.08% of Modern Wealth Management's portfolio in Q2 2026, its #224 holding.
Modern Wealth Management first reported a position in Calvert International Responsible Index ETF in Q2 2025 and has held it in 5 quarters since.
89 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.