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Natural Investments’s Calvert International Responsible Index ETF CVIE Stock Holding History

Natural Investments’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 		$204K Sell
2,402
-1,154
-32% -$93.4K 0.04% 291
2026
Q1 		$258K Sell
3,556
-266
-7% -$20K 0.06% 240
2025
Q4 		$272K Sell
3,822
-25,352
-87% -$1.77M 0.07% 229
2025
Q3 		$1.92M Buy
+29,174
New +$1.93M 0.48% 53
2025
Q1 		– Sell
-4,958
Closed -$273K – 251
2024
Q4 		$273K Buy
+4,958
New +$285K 0.08% 202

Other funds holding CVIE

Commonwealth Equity Services
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
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return
Ameriprise
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
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Natural Investments's CVIE Position: Q2 2026 in Review

Natural Investments reduced its Calvert International Responsible Index ETF (CVIE) stake by 32% in Q2 2026, selling an estimated $93.4K and leaving 2,402 shares worth $204K. The position accounts for 0.04% of the portfolio, ranked #291.

Natural Investments first reported a position in CVIE in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.92M in Q3 2025. 90 funds tracked by Wall St. Rank hold CVIE as of Q2 2026.

  • Natural Investments held 2,402 shares of Calvert International Responsible Index ETF worth $204K as of Q2 2026.
  • Natural Investments sold 1,154 Calvert International Responsible Index ETF shares in Q2 2026, an estimated $93.4K.
  • Calvert International Responsible Index ETF made up 0.04% of Natural Investments's portfolio in Q2 2026, its #291 holding.
  • Natural Investments first reported a position in Calvert International Responsible Index ETF in Q4 2024 and has held it in 5 quarters since.
  • Natural Investments's Calvert International Responsible Index ETF position peaked at $1.92M in Q3 2025.
  • 90 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.