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

Rossby 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	$33.6M	Buy	395,225 +34,505	+10%	+$2.79M	6.14%	1
2026 Q1	$26.7M	Buy	360,720 +50,598	+16%	+$3.8M	5.45%	1
2025 Q4	$22.1M	Buy	310,122 +23,296	+8%	+$1.63M	6.82%	1
2025 Q3	$19.7M	Buy	286,826 +33,001	+13%	+$2.18M	6.44%	1
2025 Q2	$16.5M	Buy	253,825 +160,279	+171%	+$9.81M	6.1%	1
2025 Q1	$5.59M	Buy	+93,546	New	+$5.44M	2.36%	5

Other funds holding CVIE

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

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 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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Rossby Financial's CVIE Position: Q2 2026 in Review

Rossby Financial increased its Calvert International Responsible Index ETF (CVIE) stake by 9.6% in Q2 2026, buying an estimated $2.79M and bringing the position to 395,225 shares worth $33.6M. The position accounts for 6.14% of the portfolio, ranked #1.

Rossby Financial first reported a position in CVIE in Q1 2025 and has held it in 6 quarters since. 89 funds tracked by Wall St. Rank hold CVIE as of Q2 2026.

Rossby Financial held 395,225 shares of Calvert International Responsible Index ETF worth $33.6M as of Q2 2026.
Rossby Financial bought 34,505 Calvert International Responsible Index ETF shares in Q2 2026, an estimated $2.79M.
Calvert International Responsible Index ETF made up 6.14% of Rossby Financial's portfolio in Q2 2026, its #1 holding.
Rossby Financial first reported a position in Calvert International Responsible Index ETF in Q1 2025 and has held it in 6 quarters since.
89 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.