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

Sequoia Financial 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 		$644K Buy
+7,581
New +$614K ﹤0.01% 1169

Other funds holding CVIE

TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return
LCC
Lincoln Capital Corp East Greenwich, Rhode Island $308M AUM 24.88% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Sequoia Financial Advisors's CVIE Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Calvert International Responsible Index ETF (CVIE) in Q2 2026: 7,581 shares worth $644K. The stake represents ﹤0.01% of the portfolio and ranks #1169 among its holdings.

13 funds tracked by Wall St. Rank hold CVIE as of Q2 2026.

  • Sequoia Financial Advisors held 7,581 shares of Calvert International Responsible Index ETF worth $644K as of Q2 2026.
  • Calvert International Responsible Index ETF was a new Sequoia Financial Advisors position in Q2 2026.
  • Calvert International Responsible Index ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1169 holding.
  • 13 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.