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Oarsman Capital’s Calvert International Responsible Index ETF CVIE Stock Holding History

Oarsman Capital’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
2025
Q1 		– Sell
-912
Closed -$50.3K – 376
2024
Q4 		$50.3K Buy
912
+92
+11% +$5.29K 0.01% 446
2024
Q3 		$49.1K Buy
+820
New +$47.5K 0.01% 456

Other funds holding CVIE

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
OBWP
O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Oarsman Capital's CVIE Position: Q1 2025 in Review

Oarsman Capital sold out of Calvert International Responsible Index ETF (CVIE) in Q1 2025, closing a stake of 912 shares — an estimated $50.3K sold.

Oarsman Capital first reported a position in CVIE in Q3 2024 and held it in 2 quarters. The position peaked at $50.3K in Q4 2024. 37 funds tracked by Wall St. Rank hold CVIE as of Q1 2025.

  • Oarsman Capital reported no remaining Calvert International Responsible Index ETF position as of Q1 2025 after selling out during the quarter.
  • Oarsman Capital sold 912 Calvert International Responsible Index ETF shares in Q1 2025, an estimated $50.3K.
  • Oarsman Capital first reported a position in Calvert International Responsible Index ETF in Q3 2024 and held it in 2 quarters.
  • Oarsman Capital's Calvert International Responsible Index ETF position peaked at $50.3K in Q4 2024.
  • 37 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.