North Berkeley Wealth Management’s Calvert International Responsible Index ETF CVIE Stock Holding History

North Berkeley Wealth Management’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	$9.87M	Buy	116,086 +24,543	+27%	+$1.99M	3.99%	10
2026 Q1	$6.65M	Buy	91,543 +50,178	+121%	+$3.77M	3.52%	13
2025 Q4	$2.95M	Buy	+41,365	New	+$2.89M	1.74%	16

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

Morgan Stanley New York $1.89T AUM 35.08% 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

North Berkeley Wealth Management's CVIE Position: Q2 2026 in Review

North Berkeley Wealth Management increased its Calvert International Responsible Index ETF (CVIE) stake by 27% in Q2 2026, buying an estimated $1.99M and bringing the position to 116,086 shares worth $9.87M. The position accounts for 3.99% of the portfolio, ranked #10.

North Berkeley Wealth Management first reported a position in CVIE in Q4 2025 and has held it in 3 quarters since. 90 funds tracked by Wall St. Rank hold CVIE as of Q2 2026.

North Berkeley Wealth Management held 116,086 shares of Calvert International Responsible Index ETF worth $9.87M as of Q2 2026.
North Berkeley Wealth Management bought 24,543 Calvert International Responsible Index ETF shares in Q2 2026, an estimated $1.99M.
Calvert International Responsible Index ETF made up 3.99% of North Berkeley Wealth Management's portfolio in Q2 2026, its #10 holding.
North Berkeley Wealth Management first reported a position in Calvert International Responsible Index ETF in Q4 2025 and has held it in 3 quarters since.
90 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q2 2026.

Based on North Berkeley Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.