Raymond James Financial Services Advisors’s Calvert International Responsible Index ETF CVIE Stock Holding History

Raymond James Financial Services 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
2024 Q3	$1.27M	Buy	21,183 +1,523	+8%	+$88.2K	﹤0.01%	2002
2024 Q2	$1.11M	Buy	19,660 +1,674	+9%	+$94.6K	﹤0.01%	2022
2024 Q1	$1.02M	Buy	+17,986	New	+$983K	﹤0.01%	2044

Other funds holding CVIE

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $2.78B AUM 23.87% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

CSPIA

Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

WFS

WealthGarden F.S. El Segundo, California $176M AUM 21.8% 1-Year Est. Return

Raymond James Financial Services Advisors's CVIE Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Calvert International Responsible Index ETF (CVIE) stake by 7.7% in Q3 2024, buying an estimated $88.2K and bringing the position to 21,183 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #2002.

Raymond James Financial Services Advisors first reported a position in CVIE in Q1 2024 and has held it in 3 quarters since. 24 funds tracked by Wall St. Rank hold CVIE as of Q3 2024.

Raymond James Financial Services Advisors held 21,183 shares of Calvert International Responsible Index ETF worth $1.27M as of Q3 2024.
Raymond James Financial Services Advisors bought 1,523 Calvert International Responsible Index ETF shares in Q3 2024, an estimated $88.2K.
Calvert International Responsible Index ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2002 holding.
Raymond James Financial Services Advisors first reported a position in Calvert International Responsible Index ETF in Q1 2024 and has held it in 3 quarters since.
24 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.