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

Prism 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 Q3	$970K	Buy	+11,830	New	+$996K	0.24%	53

Other funds holding CVIE

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Focus Financial Network

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return

Lincoln Capital Corp East Greenwich, Rhode Island $306M AUM 16.84% 1-Year Est. Return

Paradigm Strategies in Wealth Management Maple Grove, Minnesota $156M AUM 12% 1-Year Est. Return

Prism Advisors's CVIE Position: Q3 2026 in Review

Prism Advisors opened a new position in Calvert International Responsible Index ETF (CVIE) in Q3 2026: 11,830 shares worth $970K. The stake represents 0.24% of the portfolio and ranks #53 among its holdings.

14 funds tracked by Wall St. Rank hold CVIE as of Q3 2026.

Prism Advisors held 11,830 shares of Calvert International Responsible Index ETF worth $970K as of Q3 2026.
Calvert International Responsible Index ETF was a new Prism Advisors position in Q3 2026.
Calvert International Responsible Index ETF made up 0.24% of Prism Advisors's portfolio in Q3 2026, its #53 holding.
14 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q3 2026.

Based on Prism Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.