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 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	Sell	230,112 -229,888	-50%	-$12.6M	﹤0.01%	3118
2023 Q4	$24.7M	Buy	460,000 +230,000	+100%	+$11.5M	﹤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 $12.7B AUM 17.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rossby Financial Melbourne, Florida $489M AUM 36.7% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

GWP

Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

NBWM

North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return

Morgan Stanley's CVIE Position: Q1 2026 in Review

Morgan Stanley increased its Calvert International Responsible Index ETF (CVIE) stake by 307% in Q1 2026, buying an estimated $5.43M and bringing the position to 95,723 shares worth $6.96M. The position accounts for ﹤0.01% of the portfolio, ranked #3878.

Morgan Stanley first reported a position in CVIE in Q1 2023 and has held it in 13 quarters since. The position peaked at $24.7M in Q4 2023. 76 funds tracked by Wall St. Rank hold CVIE as of Q1 2026.

Morgan Stanley held 95,723 shares of Calvert International Responsible Index ETF worth $6.96M as of Q1 2026.
Morgan Stanley bought 72,190 Calvert International Responsible Index ETF shares in Q1 2026, an estimated $5.43M.
Calvert International Responsible Index ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #3878 holding.
Morgan Stanley first reported a position in Calvert International Responsible Index ETF in Q1 2023 and has held it in 13 quarters since.
Morgan Stanley's Calvert International Responsible Index ETF position peaked at $24.7M in Q4 2023.
76 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.