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Sierra Ocean’s Calvert International Responsible Index ETF CVIE Stock Holding History

Sierra Ocean’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
2025
Q3 		– Sell
-730
Closed -$47.6K – 264
2025
Q2 		$47.6K Hold
730
– – 0.03% 190
2025
Q1 		$42.3K Hold
730
– – 0.03% 197
2024
Q4 		$40.3K Buy
+730
New +$41.9K 0.03% 197

Other funds holding CVIE

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $489M AUM 36.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
OBWP
O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return

Sierra Ocean's CVIE Position: Q3 2025 in Review

Sierra Ocean sold out of Calvert International Responsible Index ETF (CVIE) in Q3 2025, closing a stake of 730 shares — an estimated $47.6K sold.

Sierra Ocean first reported a position in CVIE in Q4 2024 and held it in 3 quarters. The position peaked at $47.6K in Q2 2025. 51 funds tracked by Wall St. Rank hold CVIE as of Q3 2025.

  • Sierra Ocean reported no remaining Calvert International Responsible Index ETF position as of Q3 2025 after selling out during the quarter.
  • Sierra Ocean sold 730 Calvert International Responsible Index ETF shares in Q3 2025, an estimated $47.6K.
  • Sierra Ocean first reported a position in Calvert International Responsible Index ETF in Q4 2024 and held it in 3 quarters.
  • Sierra Ocean's Calvert International Responsible Index ETF position peaked at $47.6K in Q2 2025.
  • 51 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.