RW Investment Management’s Calvert International Responsible Index ETF CVIE Stock Holding History

RW Investment Management’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	$473K	Buy	5,562 +437	+9%	+$35.4K	0.04%	74
2026 Q1	$373K	Buy	+5,125	New	+$385K	0.04%	83
2025 Q3	$329K	Hold	4,815	–	–	0.03%	79
2025 Q2	$313K	Buy	4,815 +58	+1%	+$3.55K	0.03%	84
2025 Q1	$275K	Sell	4,757 -39	-0.8%	-$2.27K	0.03%	80
2024 Q4	$265K	Sell	4,796 -816	-15%	-$46.9K	0.03%	83
2024 Q3	$336K	Buy	+5,612	New	+$325K	0.04%	75

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

Rossby Financial Melbourne, Florida $547M AUM 30.65% 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

RW Investment Management's CVIE Position: Q2 2026 in Review

RW Investment Management increased its Calvert International Responsible Index ETF (CVIE) stake by 8.5% in Q2 2026, buying an estimated $35.4K and bringing the position to 5,562 shares worth $473K. The position accounts for 0.04% of the portfolio, ranked #74.

RW Investment Management first reported a position in CVIE in Q3 2024 and has held it in 7 quarters since. 90 funds tracked by Wall St. Rank hold CVIE as of Q2 2026.

RW Investment Management held 5,562 shares of Calvert International Responsible Index ETF worth $473K as of Q2 2026.
RW Investment Management bought 437 Calvert International Responsible Index ETF shares in Q2 2026, an estimated $35.4K.
Calvert International Responsible Index ETF made up 0.04% of RW Investment Management's portfolio in Q2 2026, its #74 holding.
RW Investment Management first reported a position in Calvert International Responsible Index ETF in Q3 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 RW Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.