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
Q2 		$8.06M Buy
94,816
+9,860
+12% +$798K ﹤0.01% 2343
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 $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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Raymond James Financial's CVIE Position: Q2 2026 in Review

Raymond James Financial increased its Calvert International Responsible Index ETF (CVIE) stake by 12% in Q2 2026, buying an estimated $798K and bringing the position to 94,816 shares worth $8.06M. The position accounts for ﹤0.01% of the portfolio, ranked #2343.

Raymond James Financial first reported a position in CVIE in Q4 2024 and has held it in 7 quarters since. 90 funds tracked by Wall St. Rank hold CVIE as of Q2 2026.

  • Raymond James Financial held 94,816 shares of Calvert International Responsible Index ETF worth $8.06M as of Q2 2026.
  • Raymond James Financial bought 9,860 Calvert International Responsible Index ETF shares in Q2 2026, an estimated $798K.
  • Calvert International Responsible Index ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2343 holding.
  • Raymond James Financial first reported a position in Calvert International Responsible Index ETF in Q4 2024 and has held it in 7 quarters since.
  • 90 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.