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

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return