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

Sandbox Financial Partners’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 		$885K Buy
12,174
+3,331
+38% +$250K 0.25% 54
2025
Q4 		$631K Buy
8,843
+373
+4% +$26.1K 0.17% 62
2025
Q3 		$578K Buy
8,470
+1,733
+26% +$115K 0.17% 67
2025
Q2 		$439K Buy
6,737
+1,055
+19% +$64.6K 0.14% 73
2025
Q1 		$329K Buy
5,682
+1,633
+40% +$95K 0.12% 84
2024
Q4 		$223K Buy
4,049
+402
+11% +$23.1K 0.07% 101
2024
Q3 		$218K Buy
+3,647
New +$211K 0.08% 101

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
GWP
Gateway Wealth Partners Appleton, Wisconsin $1.67B AUM 21.55% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sandbox Financial Partners's CVIE Position: Q1 2026 in Review

Sandbox Financial Partners increased its Calvert International Responsible Index ETF (CVIE) stake by 38% in Q1 2026, buying an estimated $250K and bringing the position to 12,174 shares worth $885K. The position accounts for 0.25% of the portfolio, ranked #54.

Sandbox Financial Partners first reported a position in CVIE in Q3 2024 and has held it in 7 quarters since. 76 funds tracked by Wall St. Rank hold CVIE as of Q1 2026.

  • Sandbox Financial Partners held 12,174 shares of Calvert International Responsible Index ETF worth $885K as of Q1 2026.
  • Sandbox Financial Partners bought 3,331 Calvert International Responsible Index ETF shares in Q1 2026, an estimated $250K.
  • Calvert International Responsible Index ETF made up 0.25% of Sandbox Financial Partners's portfolio in Q1 2026, its #54 holding.
  • Sandbox Financial Partners first reported a position in Calvert International Responsible Index ETF in Q3 2024 and has held it in 7 quarters since.
  • 76 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q1 2026.

Based on Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.