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Mountain Capital Investment Advisors’s Calvert International Responsible Index ETF CVIE Stock Holding History

Mountain Capital Investment Advisors’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 		$1.9M Buy
+22,323
New +$1.81M 0.27% 16

Other funds holding CVIE

TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return
LCC
Lincoln Capital Corp East Greenwich, Rhode Island $308M AUM 24.88% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Mountain Capital Investment Advisors's CVIE Position: Q2 2026 in Review

Mountain Capital Investment Advisors opened a new position in Calvert International Responsible Index ETF (CVIE) in Q2 2026: 22,323 shares worth $1.9M. The stake represents 0.27% of the portfolio and ranks #16 among its holdings.

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

  • Mountain Capital Investment Advisors held 22,323 shares of Calvert International Responsible Index ETF worth $1.9M as of Q2 2026.
  • Calvert International Responsible Index ETF was a new Mountain Capital Investment Advisors position in Q2 2026.
  • Calvert International Responsible Index ETF made up 0.27% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #16 holding.
  • 13 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.