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Principal Securities’s Calvert International Responsible Index ETF CVIE Stock Holding History

Principal Securities’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 		– Sell
-570
Closed -$38.9K – 1807
2025
Q3 		$38.9K Buy
+570
New +$37.7K ﹤0.01% 2071

Other funds holding CVIE

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $489M AUM 36.7% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 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
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
OBWP
O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

Principal Securities's CVIE Position: Q4 2025 in Review

Principal Securities sold out of Calvert International Responsible Index ETF (CVIE) in Q4 2025, closing a stake of 570 shares — an estimated $38.9K sold.

Principal Securities first reported a position in CVIE in Q3 2025 and held it in 1 quarter. The position peaked at $38.9K in Q3 2025. 60 funds tracked by Wall St. Rank hold CVIE as of Q4 2025.

  • Principal Securities reported no remaining Calvert International Responsible Index ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 570 Calvert International Responsible Index ETF shares in Q4 2025, an estimated $38.9K.
  • Principal Securities first reported a position in Calvert International Responsible Index ETF in Q3 2025 and held it in 1 quarter.
  • Principal Securities's Calvert International Responsible Index ETF position peaked at $38.9K in Q3 2025.
  • 60 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.