Raymond James Financial
CVIE icon

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

Raymond James Financial’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
Q1 		$6.18M Buy
84,956
+39,644
+87% +$2.98M ﹤0.01% 2428
2025
Q4 		$3.23M Buy
45,312
+6,975
+18% +$488K ﹤0.01% 2868
2025
Q3 		$2.62M Buy
38,337
+8,996
+31% +$595K ﹤0.01% 2960
2025
Q2 		$1.91M Sell
29,341
-69
-0.2% -$4.22K ﹤0.01% 3115
2025
Q1 		$1.7M Buy
29,410
+2,164
+8% +$126K ﹤0.01% 3114
2024
Q4 		$1.5M Buy
+27,246
New +$1.57M ﹤0.01% 3175

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 $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 $547M AUM 30.65% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
GWP
Gateway Wealth Partners Appleton, Wisconsin $1.67B AUM 21.55% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial's CVIE Position: Q1 2026 in Review

Raymond James Financial increased its Calvert International Responsible Index ETF (CVIE) stake by 87% in Q1 2026, buying an estimated $2.98M and bringing the position to 84,956 shares worth $6.18M. The position accounts for ﹤0.01% of the portfolio, ranked #2428.

Raymond James Financial first reported a position in CVIE in Q4 2024 and has held it in 6 quarters since. 76 funds tracked by Wall St. Rank hold CVIE as of Q1 2026.

  • Raymond James Financial held 84,956 shares of Calvert International Responsible Index ETF worth $6.18M as of Q1 2026.
  • Raymond James Financial bought 39,644 Calvert International Responsible Index ETF shares in Q1 2026, an estimated $2.98M.
  • Calvert International Responsible Index ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2428 holding.
  • Raymond James Financial first reported a position in Calvert International Responsible Index ETF in Q4 2024 and has held it in 6 quarters since.
  • 76 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.