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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
2026
Q2 		$220K Buy
+2,582
New +$209K ﹤0.01% 1472
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 $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

Principal Securities's CVIE Position: Q2 2026 in Review

Principal Securities opened a new position in Calvert International Responsible Index ETF (CVIE) in Q2 2026: 2,582 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #1472 among its holdings. This is a return to the name: Principal Securities previously reported a position in CVIE as recently as Q3 2025.

Principal Securities first reported a position in CVIE in Q3 2025 and has held it in 2 quarters since. 90 funds tracked by Wall St. Rank hold CVIE as of Q2 2026.

  • Principal Securities held 2,582 shares of Calvert International Responsible Index ETF worth $220K as of Q2 2026.
  • Calvert International Responsible Index ETF was a new Principal Securities position in Q2 2026.
  • Calvert International Responsible Index ETF made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1472 holding.
  • Principal Securities first reported a position in Calvert International Responsible Index ETF in Q3 2025 and has held it in 2 quarters since.
  • 90 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.