Montecito Bank & Trust’s Calvert International Responsible Index ETF CVIE Stock Holding History

Montecito Bank & Trust’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	$210K	Buy	+2,467	New	+$200K	0.03%	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

Montecito Bank & Trust's CVIE Position: Q2 2026 in Review

Montecito Bank & Trust opened a new position in Calvert International Responsible Index ETF (CVIE) in Q2 2026: 2,467 shares worth $210K. The stake represents 0.03% of the portfolio and ranks #266 among its holdings.

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

Montecito Bank & Trust held 2,467 shares of Calvert International Responsible Index ETF worth $210K as of Q2 2026.
Calvert International Responsible Index ETF was a new Montecito Bank & Trust position in Q2 2026.
Calvert International Responsible Index ETF made up 0.03% of Montecito Bank & Trust's portfolio in Q2 2026, its #266 holding.
90 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q2 2026.

Based on Montecito Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.