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

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