Sanctuary Advisors’s Calvert International Responsible Index ETF CVIE Stock Holding History

Sanctuary Advisors’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	$273K	Sell	3,210 -1,923	-37%	-$156K	﹤0.01%	2395
2026 Q1	$373K	Buy	+5,133	New	+$386K	﹤0.01%	1958
2025 Q1	–	Sell	-25,885	Closed	-$1.51M	–	2236
2024 Q4	$1.51M	Hold	25,885	–	–	0.01%	1020
2024 Q3	$1.47M	Buy	+25,885	New	+$1.5M	0.01%	1056

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

Sanctuary Advisors's CVIE Position: Q2 2026 in Review

Sanctuary Advisors reduced its Calvert International Responsible Index ETF (CVIE) stake by 37% in Q2 2026, selling an estimated $156K and leaving 3,210 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #2395.

Sanctuary Advisors first reported a position in CVIE in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.51M in Q4 2024. 90 funds tracked by Wall St. Rank hold CVIE as of Q2 2026.

Sanctuary Advisors held 3,210 shares of Calvert International Responsible Index ETF worth $273K as of Q2 2026.
Sanctuary Advisors sold 1,923 Calvert International Responsible Index ETF shares in Q2 2026, an estimated $156K.
Calvert International Responsible Index ETF made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #2395 holding.
Sanctuary Advisors first reported a position in Calvert International Responsible Index ETF in Q3 2024 and has held it in 4 quarters since.
Sanctuary Advisors's Calvert International Responsible Index ETF position peaked at $1.51M in Q4 2024.
90 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.