PWM
CVIE icon

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

Perigon 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 		$216K Buy
+2,539
New +$206K ﹤0.01% 1325

Other funds holding CVIE

Commonwealth Equity Services
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
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NBWM
North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Perigon Wealth Management's CVIE Position: Q2 2026 in Review

Perigon Wealth Management opened a new position in Calvert International Responsible Index ETF (CVIE) in Q2 2026: 2,539 shares worth $216K. The stake represents ﹤0.01% of the portfolio and ranks #1325 among its holdings.

89 funds tracked by Wall St. Rank hold CVIE as of Q2 2026.

  • Perigon Wealth Management held 2,539 shares of Calvert International Responsible Index ETF worth $216K as of Q2 2026.
  • Calvert International Responsible Index ETF was a new Perigon Wealth Management position in Q2 2026.
  • Calvert International Responsible Index ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1325 holding.
  • 89 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.