O'Brien Wealth Partners’s Calvert International Responsible Index ETF CVIE Stock Holding History

O'Brien Wealth Partners’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 Q4	$8.53M	Sell	119,705 -1,305	-1%	-$91.2K	1.13%	21
2025 Q3	$8.26M	Sell	121,010 -6,690	-5%	-$442K	1.12%	21
2025 Q2	$8.31M	Buy	127,700 +70	+0.1%	+$4.29K	1.3%	20
2025 Q1	$7.39M	Sell	127,630 -1,995	-2%	-$116K	1.38%	20
2024 Q4	$7.15M	Buy	129,625 +4,346	+3%	+$250K	1.29%	19
2024 Q3	$7.51M	Buy	125,279 +3,909	+3%	+$226K	1.47%	19
2024 Q2	$6.84M	Buy	121,370 +2,020	+2%	+$114K	1.54%	17
2024 Q1	$6.8M	Buy	119,350 +1,279	+1%	+$69.9K	1.57%	15
2023 Q4	$6.35M	Buy	118,071 +12,133	+11%	+$605K	1.66%	13
2023 Q3	$5.12M	Buy	105,938 +10,441	+11%	+$529K	1.47%	12
2023 Q2	$4.92M	Buy	95,497 +3,611	+4%	+$184K	1.45%	13
2023 Q1	$4.59M	Buy	+91,886	New	+$4.5M	1.45%	13

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

LAMNM

Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

O'Brien Wealth Partners's CVIE Position: Q4 2025 in Review

O'Brien Wealth Partners reduced its Calvert International Responsible Index ETF (CVIE) stake by 1.1% in Q4 2025, selling an estimated $91.2K and leaving 119,705 shares worth $8.53M. The position accounts for 1.13% of the portfolio, ranked #21.

O'Brien Wealth Partners first reported a position in CVIE in Q1 2023 and has held it in 12 quarters since. 60 funds tracked by Wall St. Rank hold CVIE as of Q4 2025.

O'Brien Wealth Partners held 119,705 shares of Calvert International Responsible Index ETF worth $8.53M as of Q4 2025.
O'Brien Wealth Partners sold 1,305 Calvert International Responsible Index ETF shares in Q4 2025, an estimated $91.2K.
Calvert International Responsible Index ETF made up 1.13% of O'Brien Wealth Partners's portfolio in Q4 2025, its #21 holding.
O'Brien Wealth Partners first reported a position in Calvert International Responsible Index ETF in Q1 2023 and has held it in 12 quarters since.
60 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.