Plum Street Advisors’s Calvert International Responsible Index ETF CVIE Stock Holding History

Plum Street Advisors’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	$1.39M	Buy	16,363 +653	+4%	+$52.9K	0.44%	45
2026 Q1	$1.14M	Buy	15,710 +1,237	+9%	+$93K	0.4%	45
2025 Q4	$1.03M	Buy	14,473 +6,630	+85%	+$464K	0.37%	53
2025 Q3	$535K	Buy	7,843 +14	+0.2%	+$925	0.21%	69
2025 Q2	$510K	Buy	7,829 +2,321	+42%	+$142K	0.22%	62
2025 Q1	$319K	Buy	5,508 +1,718	+45%	+$100K	0.15%	73
2024 Q4	$209K	Buy	+3,790	New	+$218K	0.1%	79

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

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

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 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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Plum Street Advisors's CVIE Position: Q2 2026 in Review

Plum Street Advisors increased its Calvert International Responsible Index ETF (CVIE) stake by 4.2% in Q2 2026, buying an estimated $52.9K and bringing the position to 16,363 shares worth $1.39M. The position accounts for 0.44% of the portfolio, ranked #45.

Plum Street Advisors first reported a position in CVIE in Q4 2024 and has held it in 7 quarters since. 90 funds tracked by Wall St. Rank hold CVIE as of Q2 2026.

Plum Street Advisors held 16,363 shares of Calvert International Responsible Index ETF worth $1.39M as of Q2 2026.
Plum Street Advisors bought 653 Calvert International Responsible Index ETF shares in Q2 2026, an estimated $52.9K.
Calvert International Responsible Index ETF made up 0.44% of Plum Street Advisors's portfolio in Q2 2026, its #45 holding.
Plum Street Advisors first reported a position in Calvert International Responsible Index ETF in Q4 2024 and has held it in 7 quarters since.
90 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q2 2026.

Based on Plum Street Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.