SFP
CVIE icon

Strategic Financial Planning’s Calvert International Responsible Index ETF CVIE Stock Holding History

Strategic Financial Planning’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 		– Sell
-66,143
Closed -$2.05M – 51
2026
Q1 		$2.05M Buy
+66,143
New +$4.97M 1.2% 18

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
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return
Ameriprise
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
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Strategic Financial Planning's CVIE Position: Q2 2026 in Review

Strategic Financial Planning sold out of Calvert International Responsible Index ETF (CVIE) in Q2 2026, closing a stake of 66,143 shares — an estimated $2.05M sold.

Strategic Financial Planning first reported a position in CVIE in Q1 2026 and held it in 1 quarter. The position peaked at $2.05M in Q1 2026. 89 funds tracked by Wall St. Rank hold CVIE as of Q2 2026.

  • Strategic Financial Planning reported no remaining Calvert International Responsible Index ETF position as of Q2 2026 after selling out during the quarter.
  • Strategic Financial Planning sold 66,143 Calvert International Responsible Index ETF shares in Q2 2026, an estimated $2.05M.
  • Strategic Financial Planning first reported a position in Calvert International Responsible Index ETF in Q1 2026 and held it in 1 quarter.
  • Strategic Financial Planning's Calvert International Responsible Index ETF position peaked at $2.05M in Q1 2026.
  • 89 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q2 2026.

Based on Strategic Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.