Morgan Stanley’s Calvert International Responsible Index ETF CVIE Stock Holding History

Morgan Stanley’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	$12.5M	Buy	146,612 +50,889	+53%	+$4.12M	﹤0.01%	3521
2026 Q1	$6.96M	Buy	95,723 +72,190	+307%	+$5.43M	﹤0.01%	3878
2025 Q4	$1.68M	Buy	23,533 +1,982	+9%	+$139K	﹤0.01%	4922
2025 Q3	$1.47M	Sell	21,551 -2,175	-9%	-$144K	﹤0.01%	4958
2025 Q2	$1.54M	Sell	23,726 -2,368	-9%	-$145K	﹤0.01%	4872
2025 Q1	$1.51M	Buy	26,094 +10,853	+71%	+$632K	﹤0.01%	4777
2024 Q4	$841K	Sell	15,241 -129,717	-89%	-$7.45M	﹤0.01%	5168
2024 Q3	$8.68M	Sell	144,958 -85,144	-37%	-$4.93M	﹤0.01%	3534
2024 Q2	$13M	Sell	230,102 -10	-0%	-$565	﹤0.01%	3115
2024 Q1	$13.1M	Buy	230,112 +112	+0%	+$6.12K	﹤0.01%	3118
2023 Q4	$12.4M	Hold	230,000	–	–	﹤0.01%	3143
2023 Q3	$11.1M	Hold	230,000	–	–	﹤0.01%	3026
2023 Q2	$11.8M	Sell	230,000 -100,000	-30%	-$5.1M	﹤0.01%	3010
2023 Q1	$16.5M	Buy	+330,000	New	+$16.2M	﹤0.01%	2638

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley's CVIE Position: Q2 2026 in Review

Morgan Stanley increased its Calvert International Responsible Index ETF (CVIE) stake by 53% in Q2 2026, buying an estimated $4.12M and bringing the position to 146,612 shares worth $12.5M. The position accounts for ﹤0.01% of the portfolio, ranked #3521.

Morgan Stanley first reported a position in CVIE in Q1 2023 and has held it in 14 quarters since. The position peaked at $16.5M in Q1 2023. 90 funds tracked by Wall St. Rank hold CVIE as of Q2 2026.

Morgan Stanley held 146,612 shares of Calvert International Responsible Index ETF worth $12.5M as of Q2 2026.
Morgan Stanley bought 50,889 Calvert International Responsible Index ETF shares in Q2 2026, an estimated $4.12M.
Calvert International Responsible Index ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3521 holding.
Morgan Stanley first reported a position in Calvert International Responsible Index ETF in Q1 2023 and has held it in 14 quarters since.
Morgan Stanley's Calvert International Responsible Index ETF position peaked at $16.5M in Q1 2023.
90 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.