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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
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RF
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
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 $2.53B AUM 17.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

North Berkeley Wealth Management's CVIE Position: Q1 2026 in Review

North Berkeley Wealth Management increased its Calvert International Responsible Index ETF (CVIE) stake by 121% in Q1 2026, buying an estimated $3.77M and bringing the position to 91,543 shares worth $6.65M. The position accounts for 3.52% of the portfolio, ranked #13.

North Berkeley Wealth Management first reported a position in CVIE in Q4 2025 and has held it in 2 quarters since. 76 funds tracked by Wall St. Rank hold CVIE as of Q1 2026.

  • North Berkeley Wealth Management held 91,543 shares of Calvert International Responsible Index ETF worth $6.65M as of Q1 2026.
  • North Berkeley Wealth Management bought 50,178 Calvert International Responsible Index ETF shares in Q1 2026, an estimated $3.77M.
  • Calvert International Responsible Index ETF made up 3.52% of North Berkeley Wealth Management's portfolio in Q1 2026, its #13 holding.
  • North Berkeley Wealth Management first reported a position in Calvert International Responsible Index ETF in Q4 2025 and has held it in 2 quarters since.
  • 76 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q1 2026.

Based on North Berkeley Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.