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 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 $12.7B AUM 17.31% 1-Year Est. Return

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

Rossby Financial Melbourne, Florida $489M AUM 36.7% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

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 $2.57B AUM 16.81% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

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

RW Investment Management's CVIE Position: Q1 2026 in Review

RW Investment Management opened a new position in Calvert International Responsible Index ETF (CVIE) in Q1 2026: 5,125 shares worth $373K. The stake represents 0.04% of the portfolio and ranks #83 among its holdings. This is a return to the name: RW Investment Management previously reported a position in CVIE as recently as Q3 2025.

RW Investment Management first reported a position in CVIE in Q3 2024 and has held it in 6 quarters since. 76 funds tracked by Wall St. Rank hold CVIE as of Q1 2026.

RW Investment Management held 5,125 shares of Calvert International Responsible Index ETF worth $373K as of Q1 2026.
Calvert International Responsible Index ETF was a new RW Investment Management position in Q1 2026.
Calvert International Responsible Index ETF made up 0.04% of RW Investment Management's portfolio in Q1 2026, its #83 holding.
RW Investment Management first reported a position in Calvert International Responsible Index ETF in Q3 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 RW Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.